Financial Adviser · MILTON, QLD

Peter-rhys Leikas

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001254189

Peter-rhys Leikas is a financial adviser based in Milton, Queensland, with 9 years of experience in the financial services industry. Peter-rhys is currently authorised under Aia Financial Services Pty Limited. Peter-rhys 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 Graduate Diploma of Financial Planning from Kaplan Professional. Peter-rhys 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

Restrictions: Not authorised to provide advice in SMSFs.

Authorised to provide tax financial advice services

Qualifications and Training

2016
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Monarch Institute
2024
Economic & Legal Context for Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Taxation for Financial Planning
Kaplan Professional

Registration History

Sep 2023 - Present Current
Not authorised to provide advice in SMSFs.
Aug 2022 - Jul 2023 Ceased
NATIONAL ADVICE SOLUTIONS PTY LTD
Mar 2021 - Aug 2022 Ceased
NATIONAL ADVICE SOLUTIONS PTY LTD
Feb 2020 - Aug 2020 Ceased
COOPER WEALTH MANAGEMENT PTY LTD
Aug 2018 - Sep 2018 Ceased

Source: ASIC Financial Advisers Register