Peter Robert Stevens
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249783
- Location
- Subiaco WA 6008
- Licensee
- Forrest Private Wealth Management Pty Ltd (AFSL 492712)
- Authorised since
- 9 January 2017
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, Curtin University of Technology (1999); Graduate Diploma in Financial Planning, Securities Institute Australia) (2002); Certificate IV Finance & Mortgage Broking, Kaplan Education Pty Ltd (2011); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2011); Accredited Listed Product Adviser (ALPA) Program, Kaplan Education Pty Ltd (2015)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA); Stockbrokers and Investment Advisers Association (SIAA)
- 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 Stevens
On the Financial Advisers Register kept by ASIC, Peter Robert Stevens appears as a current financial adviser in Subiaco, Western Australia, adviser number 000249783.
The licensee Peter advises under is Forrest Private Wealth Management Pty Ltd (AFS licence 492712). That authorisation dates from 9 January 2017.
According to the register, Peter first provided financial advice in 2000. Qualifications and training on file include Bachelor of Commerce (Curtin University of Technology, 1999), Graduate Diploma in Financial Planning (Securities Institute Australia), 2002) and Certificate IV Finance & Mortgage Broking (Kaplan Education Pty Ltd, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and Stockbrokers and Investment Advisers Association (SIAA).
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.
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Questions people ask
Is Peter Robert Stevens a registered financial adviser?
Yes. Peter Robert Stevens is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249783.
Which licensee does Peter Robert Stevens work under?
Forrest Private Wealth Management Pty Ltd, Australian financial services licence 492712.
What can Peter Robert Stevens 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.