Financial Adviser
· NORTH SYDNEY, NSW
Peter Green
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000434847
Peter Green is a financial adviser based in North Sydney, New South Wales, with 14 years of experience in the financial services industry. Peter is currently authorised under Mbs Advice Licence Pty Ltd. Peter holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Peter holds a Diploma of Financial Planning from Deakin University. Peter is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Deakin University
Registration History
Superannuation is limited to the placement of insurance via the superannuation environment, rollover of funds from a superannuation fund to another to pay for premiums and nomination of beneficiary(ies) as it is a requirement under the SIS Act. Authorisation includes General Insurance limited to Personal Accident and Sickness Policies.
Source: ASIC Financial Advisers Register