Peter Gray
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239758
- Location
- North Sydney NSW 2060
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 16 September 2013
- First provided advice
- 1991
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Self Managed Superannuation Funds, Tribeca (2004); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2012)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Gray
Peter Gray is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000239758).
The licensee Peter advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 16 September 2013.
According to the register, Peter first provided financial advice in 1991. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001), Self Managed Superannuation Funds (Tribeca, 2004) and Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2012).
Peter is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Peter Gray a registered financial adviser?
Yes. Peter Gray is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239758.
Which licensee does Peter Gray work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Peter Gray give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."