Financial Adviser
· LANSVALE, NSW
Peter Robert Banicevic
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000330835
Peter Robert Banicevic is a financial adviser based in Lansvale, New South Wales, with 18 years of experience in the financial services industry. Peter is currently authorised under Lifespan Financial Planning 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 Bachelor of Commerce In Accounting & Finance from University of NSW (UNSW). 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce In Accounting & Finance
University of NSW (UNSW)
2010
Graduate Diploma Financial Planning
Kaplan Professional
2010
Margin Lending and Geared Investment
Kaplan Professional Education
2013
LPAC ASX Listed Products Accreditation
LPAC
2013
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
DOVER FINANCIAL ADVISERS PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register