Peter Mark Berresford
Financial Adviser in Unley, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000445537
- Location
- Unley SA 5061
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 16 September 2013
- First provided advice
- 2014
- Qualifications
- Certificate IV Financial Services (Finance/Mortgage Broking), TAFE SA (2011); Diploma of Financial Planning, Pinnacle Financial Services Academy Pty Ltd (2013); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy Pty Ltd (2016); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Mark Berresford
Peter Mark Berresford is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Unley, South Australia (adviser number 000445537).
Peter provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 16 September 2013.
According to the register, Peter first provided financial advice in 2014. The qualifications listed for Peter include Certificate IV Financial Services (Finance/Mortgage Broking) (TAFE SA, 2011), Diploma of Financial Planning (Pinnacle Financial Services Academy Pty Ltd, 2013) and Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy Pty Ltd, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Peter Mark Berresford a registered financial adviser?
Yes. Peter Mark Berresford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000445537.
Which licensee does Peter Mark Berresford work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Peter Mark Berresford 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."