Peter John Whelan
Financial Adviser in Southbank, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245909
- Location
- Southbank VIC 3006
- Licensee
- Complete Latitude Pty Ltd (AFSL 483990)
- Authorised since
- 1 August 2016
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2015); Securities and Managed Investments, Kaplan Professional (2015); Economic and Legal Context Financial Planning, Kaplan Professional (2025); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter John Whelan
Peter John Whelan is a financial adviser in Southbank, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001245909.
Advice is given under the Australian financial services licence of Complete Latitude Pty Ltd, licence number 483990. The current authorisation started on 1 August 2016.
According to the register, Peter first provided financial advice in 2006. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2015), Securities and Managed Investments (Kaplan Professional, 2015) and Economic and Legal Context Financial Planning (Kaplan Professional, 2025). Peter is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Peter is authorised to advise on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Peter John Whelan a registered financial adviser?
Yes. Peter John Whelan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245909.
Which licensee does Peter John Whelan work under?
Complete Latitude Pty Ltd, Australian financial services licence 483990.
What can Peter John Whelan give advice on?
The register lists these advice areas: self-managed superannuation funds.