Financial Adviser
· AVALON BEACH, NSW
Peter Kirby
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278000
Peter Kirby is a financial adviser based in Avalon Beach, New South Wales, with 21 years of experience in the financial services industry. Peter is currently authorised under Gallagher Benefit Services Pty Ltd. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty/GWM Adviser Services Limited. Peter is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Deaking University FPA
2006
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty/GWM Adviser Services Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
FPC004 Insurance Advice
Kaplan Higher Education Pty Limited
Registration History
VIAFGA PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register