Financial Adviser
· NORTH SYDNEY, NSW
Peter John Small
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000466
Peter John Small is a financial adviser based in North Sydney, New South Wales, with 24 years of experience in the financial services industry. Peter is currently authorised under Fluid 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 Certified Financial Planner from Financial Planning Association. Peter is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Commerce Accounting
University of Western Sydney
2000
Graduate Diploma Applied Finance and Investments
Securities Institute Australia
2001
CPA
CPA Australia
2005
Advanced Diploma of Fin Advice
FPA
2009
Certified Financial Planner
Financial Planning Association
Registration History
Source: ASIC Financial Advisers Register