Peter John Foley
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343899
- Location
- Sydney NSW 2000
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 27 May 2021
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of financial Services (Financial Planning), Kaplan Professional (2007); Certified Financial Planner, Financial Planning Association of Australia (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Restriction
- Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter John Foley
Peter John Foley is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000343899.
Advice is given under the Australian financial services licence of Ri Advice Group Pty Ltd, licence number 238429. That authorisation dates from 27 May 2021.
The register records 2005 as the year Peter first provided financial advice. The qualifications listed for Peter include Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Advanced Diploma of financial Services (Financial Planning) (Kaplan Professional, 2007) and Certified Financial Planner (Financial Planning Association of Australia, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Peter John Foley a registered financial adviser?
Yes. Peter John Foley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343899.
Which licensee does Peter John Foley work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Peter John Foley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending. It also records this restriction: "Superannuation: Not authorised to provide SMSF advice."