Peter John Mason
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000286937
- Location
- Melbourne VIC 3000
- Licensee
- Moneywise Personal Financial Management Pty Ltd (AFSL 287804)
- Authorised since
- 4 June 2005
- First provided advice
- 2001
- Qualifications
- Bachelor of Arts in Industrial Design, RMIT (1994); Diploma of Financial Planning, Deakin University (2004); SMSF Accreditation, AXA Excellence (2007); CFP Certification, Financial Advice Association of Australia (2011); Bridging Courses, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 John Mason
Peter John Mason is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000286937).
Advice is given under the Australian financial services licence of Moneywise Personal Financial Management Pty Ltd, licence number 287804. The current authorisation started on 4 June 2005.
According to the register, Peter first provided financial advice in 2001. The qualifications listed for Peter include Bachelor of Arts in Industrial Design (RMIT, 1994), Diploma of Financial Planning (Deakin University, 2004) and SMSF Accreditation (AXA Excellence, 2007). Peter is recorded as a member of Financial Advice Association of Australia (FAAA).
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 John Mason a registered financial adviser?
Yes. Peter John Mason is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000286937.
Which licensee does Peter John Mason work under?
Moneywise Personal Financial Management Pty Ltd, Australian financial services licence 287804.
What can Peter John Mason 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.