Peter Mulligan
Financial Adviser in Hamilton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250067
- Location
- Hamilton QLD 4007
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 5 February 2018
- First provided advice
- 2000
- Qualifications
- Bachelor of Financial Administration, University of New England (1993); Diploma of Financial Plannign, Securities Institute (2002); Margin Lending and Geared Investments, Kaplan (2010)
- Memberships
- Corporate Super Specialist Alliance (CSSA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Mulligan
Peter Mulligan is a financial adviser in Hamilton, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000250067.
The licensee Peter advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 5 February 2018.
The register records 2000 as the year Peter first provided financial advice. The qualifications listed for Peter include Bachelor of Financial Administration (University of New England, 1993), Diploma of Financial Plannign (Securities Institute, 2002) and Margin Lending and Geared Investments (Kaplan, 2010). Professional memberships recorded: Corporate Super Specialist Alliance (CSSA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excludes SMSF.”
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Questions people ask
Is Peter Mulligan a registered financial adviser?
Yes. Peter Mulligan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250067.
Which licensee does Peter Mulligan work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Peter Mulligan give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending. It also records this restriction: "Excludes SMSF."