Peter Lam
Financial Adviser in Booragoon, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000378096
- Location
- Booragoon WA 6154
- Licensee
- Argurion Finance Group Pty Ltd (AFSL 380023)
- Authorised since
- 1 December 2010
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce (Accounting and Financial Planning), Curtin University (2010); Margin Lending and Geared Investments, KAPLAN (2010); Self Managed Superannuation Funds, KAPLAN (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Lam
Peter Lam is a financial adviser in Booragoon, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000378096.
Advice is given under the Australian financial services licence of Argurion Finance Group Pty Ltd, licence number 380023. That authorisation dates from 1 December 2010.
According to the register, Peter first provided financial advice in 2010. The qualifications listed for Peter include Bachelor of Commerce (Accounting and Financial Planning) (Curtin University, 2010), Margin Lending and Geared Investments (KAPLAN, 2010) and Self Managed Superannuation Funds (KAPLAN, 2010). 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 government debentures, stocks and bonds, among 8 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 Lam a registered financial adviser?
Yes. Peter Lam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000378096.
Which licensee does Peter Lam work under?
Argurion Finance Group Pty Ltd, Australian financial services licence 380023.
What can Peter Lam give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.