Peter John Small
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000466
- Location
- North Sydney NSW 2060
- Licensee
- Fluid Financial Planning Pty Ltd (AFSL 389518)
- Authorised since
- 3 March 2011
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce Accounting, University of Western Sydney (1992); Graduate Diploma Applied Finance and Investments, Securities Institute Australia (2000); Advanced Diploma of Fin Advice, FPA (2005); Certified Financial Planner, Financial Planning Association (2009)
- Memberships
- CPA Australia (CPA)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter John Small
On the Financial Advisers Register kept by ASIC, Peter John Small appears as a current financial adviser in North Sydney, New South Wales, adviser number 001000466.
Peter provides advice as an authorised representative of Fluid Financial Planning Pty Ltd, which holds Australian financial services licence 389518. That authorisation dates from 3 March 2011.
The register records 2002 as the year Peter first provided financial advice. The qualifications listed for Peter include Bachelor of Commerce Accounting (University of Western Sydney, 1992), Graduate Diploma Applied Finance and Investments (Securities Institute Australia, 2000) and Advanced Diploma of Fin Advice (FPA, 2005). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Small a registered financial adviser?
Yes. Peter John Small is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000466.
Which licensee does Peter John Small work under?
Fluid Financial Planning Pty Ltd, Australian financial services licence 389518.
What can Peter John Small 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; derivatives.