Peter Richard Curtis Estcourt
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298362
- Location
- Sydney NSW 2000
- Licensee
- Class Leading Solutions Pty Ltd (AFSL 521616)
- Authorised since
- 14 April 2021
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, University of Sydney (2003); Diploma of Financial Services (Financial Planning), AMP Limited (2006); Graduate Diploma in Financial Planning, Finsia (2006)
- Memberships
- CFP - Certified Financial Planner (FPA); Chartered Accountants Australia and New Zealand (CA ANZ); SMSF 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Richard Curtis Estcourt
Peter Richard Curtis Estcourt is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000298362.
The licensee Peter advises under is Class Leading Solutions Pty Ltd (AFS licence 521616). The current authorisation started on 14 April 2021.
The register records 2006 as the year Peter first provided financial advice. The qualifications listed for Peter include Bachelor of Commerce (University of Sydney, 2003), Diploma of Financial Services (Financial Planning) (AMP Limited, 2006) and Graduate Diploma in Financial Planning (Finsia, 2006). Professional memberships recorded: CFP – Certified Financial Planner (FPA), Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
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 Richard Curtis Estcourt a registered financial adviser?
Yes. Peter Richard Curtis Estcourt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298362.
Which licensee does Peter Richard Curtis Estcourt work under?
Class Leading Solutions Pty Ltd, Australian financial services licence 521616.
What can Peter Richard Curtis Estcourt 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.