Peter James Coleman
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259371
- Location
- Norwood SA 5067
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 1995
- Qualifications
- Bachelor of Science, University of Adelaide (1983); Graduate Diploma of Applied Finance & Investment, Securities Institute of Australia (1997); Diploma of Financial Planning, FPA (1999); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter James Coleman
On the Financial Advisers Register kept by ASIC, Peter James Coleman appears as a current financial adviser in Norwood, South Australia, adviser number 000259371.
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. The current authorisation started on 10 March 2004.
The register records 1995 as the year Peter first provided financial advice. The qualifications listed for Peter include Bachelor of Science (University of Adelaide, 1983), Graduate Diploma of Applied Finance & Investment (Securities Institute of Australia, 1997) and Diploma of Financial Planning (FPA, 1999). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Peter James Coleman a registered financial adviser?
Yes. Peter James Coleman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259371.
Which licensee does Peter James Coleman work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Peter James Coleman give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; managed discretionary account services.