Peter Johannes Kerkvliet
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267219
- Location
- Richmond VIC 3121
- Licensee
- Petrus Wealth Management Pty Ltd (AFSL 558284)
- Authorised since
- 21 October 2024
- First provided advice
- 1999
- Qualifications
- Certificate in Financial Markets, FINSIA (1991); Diploma of Financial Planning, FPA (1996); Certified Financial Planner (CFP), FPA (1998)
- Memberships
- FINSIA; SAFAA; Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Johannes Kerkvliet
Peter Johannes Kerkvliet is a financial adviser in Richmond, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001267219.
Peter provides advice as an authorised representative of Petrus Wealth Management Pty Ltd, which holds Australian financial services licence 558284. The current authorisation started on 21 October 2024.
According to the register, Peter first provided financial advice in 1999. The qualifications listed for Peter include Certificate in Financial Markets (FINSIA, 1991), Diploma of Financial Planning (FPA, 1996) and Certified Financial Planner (CFP) (FPA, 1998). Peter is recorded as a member of FINSIA, SAFAA and Tax Practitioners Board.
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Peter Johannes Kerkvliet a registered financial adviser?
Yes. Peter Johannes Kerkvliet is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267219.
Which licensee does Peter Johannes Kerkvliet work under?
Petrus Wealth Management Pty Ltd, Australian financial services licence 558284.
What can Peter Johannes Kerkvliet give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; retirement savings accounts.