Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH SYDNEY, NSW

Peter Gray

35 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000239758

Peter Gray is a financial adviser based in North sydney, New South Wales, with 35 years of experience in the financial services industry. Peter is currently authorised under Akumin Financial Planning Pty Limited. 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 Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
Self Managed Superannuation Funds
Tribeca
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd

Registration History

Akumin Financial Planning Pty Limited
Sep 2013 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jul 2012 - Aug 2013 Ceased
PRINCIPAL FINANCIAL GROUP PTY LTD
Mar 2011 - Jun 2012 Ceased
Financial Wisdom Limited
Mar 2010 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register