Peter Robert Banicevic
Financial Adviser in Lansvale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000330835
- Location
- Lansvale NSW 2166
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 5 July 2018
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce In Accounting & Finance, University of NSW (UNSW) (1993); Graduate Diploma Financial Planning, Kaplan Professional (2010); Margin Lending and Geared Investment, Kaplan Professional Education (2010); LPAC ASX Listed Products Accreditation, LPAC (2013); Self Managed Superannuation Funds, Kaplan Professional Education (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Robert Banicevic
Peter Robert Banicevic is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lansvale, New South Wales (adviser number 000330835).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 5 July 2018.
According to the register, Peter first provided financial advice in 2008. Qualifications and training on file include Bachelor of Commerce In Accounting & Finance (University of NSW (UNSW), 1993), Graduate Diploma Financial Planning (Kaplan Professional, 2010) and Margin Lending and Geared Investment (Kaplan Professional Education, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Peter is authorised to advise 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.
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Questions people ask
Is Peter Robert Banicevic a registered financial adviser?
Yes. Peter Robert Banicevic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000330835.
Which licensee does Peter Robert Banicevic work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Peter Robert Banicevic 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.