Financial Adviser · BANKSTOWN, NSW

Peter John Mccormick

32 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004118

Peter John Mccormick is a financial adviser based in Bankstown, New South Wales, with 32 years of experience in the financial services industry. Peter is currently authorised under Ri Advice Group 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 8 unit Diploma of Financial Planning from Financial Planning Association of Australia Limited. Peter is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2001
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2025
Commercial Law
Kaplan Professional Education
2025
Tax for Financial Advising
Kaplan Professional Education

Registration History

Jul 2020 - Present Current
Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Oct 2003 - Jul 2020 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register