Financial Adviser
· SYDNEY, NSW
Peter Simpson
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000778
Peter Simpson is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Peter is currently authorised under Shaw And Partners Limited. Peter holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma in Applied Finance and Investment from Securities Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Restrictions: For superannuation: this is restricted to investment advice only.
Authorised to provide tax financial advice services
Qualifications and Training
2001
Graduate Diploma in Applied Finance and Investment
Securities Institute
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
For superannuation: this is restricted to investment advice only.
Source: ASIC Financial Advisers Register