Financial Adviser · SYDNEY, NSW

Peter Richard Curtis Estcourt

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000298362

Peter Richard Curtis Estcourt 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 Class Leading Solutions 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 Bachelor of Commerce from University of Sydney. Peter is a member of CFP - Certified Financial Planner (FPA), Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Commerce

University of Sydney

2006

Diploma of Financial Services (Financial Planning)

AMP Limited

2006

Graduate Diploma in Financial Planning

Finsia

Registration History

Class Leading Solutions Pty Ltd

Apr 2021 - Present Current

A.C.N. 603 037 510 PTY LTD

Mar 2019 - Apr 2021 Ceased

MYONLINEADVISERS PTY LTD

Mar 2017 - Mar 2019 Ceased

Hillross Financial Services Limited

Oct 2009 - Mar 2017 Ceased

MDA services are 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