Financial Adviser
· SYDNEY, NSW
Peter James Willett
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269884
Peter James Willett is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Peter is currently authorised under Shaw And Partners 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Advising
Securities Institute
2023
Master of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
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