Peter James Dugan
Financial Adviser in Hornsby, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000380321
- Location
- Hornsby NSW 2077
- Licensee
- B. Moses Investment Services Pty Limited (AFSL 421290)
- Authorised since
- 17 July 2025
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Deakin University (2002); SMSF Specialisation, Tribeca (2004); Master of Business and Commerce, University of Western Sydney (2015); Graduate Certificate of Financial Planning, Deakin University (2023); SMSF Association Specialist Accreditation Program, SMSF Association (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA); SMSF Association; SMSF Auditor; Tax Agents Board
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter James Dugan
Peter James Dugan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hornsby, New South Wales (adviser number 000380321).
Advice is given under the Australian financial services licence of B. Moses Investment Services Pty Limited, licence number 421290. The current authorisation started on 17 July 2025.
According to the register, Peter first provided financial advice in 2003. The qualifications listed for Peter include Diploma of Financial Planning (Deakin University, 2002), SMSF Specialisation (Tribeca, 2004) and Master of Business and Commerce (University of Western Sydney, 2015). Peter is recorded as a member of Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and SMSF Association.
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.
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Questions people ask
Is Peter James Dugan a registered financial adviser?
Yes. Peter James Dugan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000380321.
Which licensee does Peter James Dugan work under?
B. Moses Investment Services Pty Limited, Australian financial services licence 421290.
What can Peter James Dugan 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; standard margin lending.