Financial Adviser
· SYDNEY, NSW
Peter Cheadle
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000482
Peter Cheadle is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Peter is currently authorised under Trilogy & Co 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 (CFP) from Financial Planning Association of Australia (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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2011
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)