Financial Adviser
· BONDI JUNCTION, NSW
Peter Sheldon
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232330
Peter Sheldon is a financial adviser based in Bondi Junction, New South Wales, with 36 years of experience in the financial services industry. Peter is currently authorised under Acctpro Financial 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). Peter holds a Bachelor of Commerce (Accounting, Finance and Systems) from University of New South Wales. Peter is a member of CPA Australia (CPA) and SMSF Association - SMSF Specialist Advisor (SSA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1979
Bachelor of Commerce (Accounting, Finance and Systems)
University of New South Wales
Registration History
Source: ASIC Financial Advisers Register