Financial Adviser
· WEST RYDE, NSW
Peter Lillicrap
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006091
Peter Lillicrap is a financial adviser based in West Ryde, New South Wales, with 27 years of experience in the financial services industry. Peter is currently authorised under Catalpa 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 from Financial Planning Association (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
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business
University of New England
1999
Diploma of Financial Planning
Deakin University/FPA
2000
Certified Financial Planner
Financial Planning Association (FPA)
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register