Financial Adviser
· NORWEST, NSW
Peter William Finch
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235255
Peter William Finch is a financial adviser based in Norwest, New South Wales, with 11 years of experience in the financial services industry. Peter is currently authorised under Benwest Investment Services 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 Certified Financial Planner from FPA. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Applied Finance
University of Western Sydney
2015
Diploma of Financial Planning
Monarch Institute
2018
Advanced Diploma of Financial Planning
Monarch Institute
2019
Certified Financial Planner
FPA
2021
Master of Financial Planning
Kaplan Professional
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Source: ASIC Financial Advisers Register