Peter Lucas Davies
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000277928
- Location
- Subiaco WA 6008
- Licensee
- Symmetry Group Pty Ltd (AFSL 426385)
- Authorised since
- 14 November 2012
- First provided advice
- 2004
- Qualifications
- Certified Financial Planner (CFP), FPA (2002); Diploma of financial Services, Deakin University (2002)
- Memberships
- Tax Practitioners Board
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Lucas Davies
On the Financial Advisers Register kept by ASIC, Peter Lucas Davies appears as a current financial adviser in Subiaco, Western Australia, adviser number 000277928.
The licensee Peter advises under is Symmetry Group Pty Ltd (AFS licence 426385). The current authorisation started on 14 November 2012.
The register records 2004 as the year Peter first provided financial advice. Qualifications and training on file include Certified Financial Planner (CFP) (FPA, 2002) and Diploma of financial Services (Deakin University, 2002). Professional memberships recorded: Tax Practitioners Board.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Lucas Davies a registered financial adviser?
Yes. Peter Lucas Davies is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000277928.
Which licensee does Peter Lucas Davies work under?
Symmetry Group Pty Ltd, Australian financial services licence 426385.
What can Peter Lucas Davies 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.