Peter John Stevenson
Financial Adviser in Varsity Lakes, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000329597
- Location
- Varsity Lakes QLD 4227
- Licensee
- SGN Financial Pty Ltd (AFSL 490523)
- Authorised since
- 18 December 2018
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2004); Self Managed Superannuation Funds, Tribeca Learning (2005); Certified Financial Planner Certification, Financial Planning Association of Australia (2010); Margin Lending and Geared Investments, Kaplan Professional (2010); Accredited Listed Product Adviser Program, Kaplan Professional Education (2014); Graduate Diploma of Applied Finance, Kaplan Higher Education Pty Limited (2014); Master of Applied Finance, Kaplan Higher Education Pty Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Australian Institute of Company Directors; 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter John Stevenson
On the Financial Advisers Register kept by ASIC, Peter John Stevenson appears as a current financial adviser in Varsity Lakes, Queensland, adviser number 000329597.
Peter provides advice as an authorised representative of SGN Financial Pty Ltd, which holds Australian financial services licence 490523. That authorisation dates from 18 December 2018.
According to the register, Peter first provided financial advice in 2001. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia, 2004), Self Managed Superannuation Funds (Tribeca Learning, 2005) and Certified Financial Planner Certification (Financial Planning Association of Australia, 2010). Peter is recorded as a member of Australian Institute of Company Directors and 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 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 Stevenson a registered financial adviser?
Yes. Peter John Stevenson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000329597.
Which licensee does Peter John Stevenson work under?
SGN Financial Pty Ltd, Australian financial services licence 490523.
What can Peter John Stevenson 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.