Peter Sheldon
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232330
- Location
- Bondi Junction NSW 2022
- Licensee
- Acctpro Financial Services Pty Ltd (AFSL 423636)
- Authorised since
- 1 May 2019
- First provided advice
- 1990
- Qualifications
- Bachelor of Commerce (Accounting, Finance and Systems), University of New South Wales (1979)
- Memberships
- CPA Australia (CPA); SMSF Association - SMSF Specialist Advisor (SSA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Sheldon
Peter Sheldon is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bondi Junction, New South Wales (adviser number 000232330).
Peter provides advice as an authorised representative of Acctpro Financial Services Pty Ltd, which holds Australian financial services licence 423636. The current authorisation started on 1 May 2019.
According to the register, Peter first provided financial advice in 1990. The qualifications listed for Peter include Bachelor of Commerce (Accounting, Finance and Systems) (University of New South Wales, 1979). Professional memberships recorded: CPA Australia (CPA) and SMSF Association – SMSF Specialist Advisor (SSA).
Peter is authorised to advise 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 Sheldon a registered financial adviser?
Yes. Peter Sheldon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232330.
Which licensee does Peter Sheldon work under?
Acctpro Financial Services Pty Ltd, Australian financial services licence 423636.
What can Peter Sheldon 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; standard margin lending.