Peter Michael Marmara-Stewart
Financial Adviser in Traralgon, Victoria, Australia
Review Peter Michael Marmara-Stewart
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000318836
- Location
- Traralgon VIC 3844
- Licensee
- Interprac Financial Planning Pty Ltd (AFSL 246638)
- Authorised since
- 17 June 2014
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Pinnacle (2007); Bachelor of Business and Commerce, Monash University (2009); DPML Margin Lending, Pinnacle Financial Services Academy (2011); Masters of Commerce, University of New England (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Institute of Public Accountants (IPA); National Tax & Accountants' Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Michael Marmara-Stewart
Peter Michael Marmara-Stewart is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Traralgon, Victoria (adviser number 000318836).
The licensee Peter advises under is Interprac Financial Planning Pty Ltd (AFS licence 246638). That authorisation dates from 17 June 2014.
The register records 2007 as the year Peter first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Pinnacle, 2007), Bachelor of Business and Commerce (Monash University, 2009) and DPML Margin Lending (Pinnacle Financial Services Academy, 2011). Peter is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP), Institute of Public Accountants (IPA) and National Tax & Accountants’ Association.
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.
Reviews
Nobody has reviewed Peter Michael Marmara-Stewart here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Peter Michael Marmara-Stewart a registered financial adviser?
Yes. Peter Michael Marmara-Stewart is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318836.
Which licensee does Peter Michael Marmara-Stewart work under?
Interprac Financial Planning Pty Ltd, Australian financial services licence 246638.
What can Peter Michael Marmara-Stewart 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.