Data sourced from ASIC Financial Advisers Register
Financial Adviser · PENRITH, NSW

Peter Olaf Castell Griffith

26 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249623

Peter Olaf Castell Griffith is a financial adviser based in Penrith, New South Wales, with 26 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Limited.

Authorised to Advise On

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

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

2005
Diploma of Financial Services (Financial Planning)
AMP Limited
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
SMSF Course
University of Adelaide
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Apr 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
IPRAXIS PTY LTD
Jul 2018 - Mar 2020 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Feb 2018 - Jul 2018 Ceased
Akumin Financial Planning Pty Limited
Jan 2004 - Jun 2017 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register