Financial Adviser
· TOOWOOMBA, QLD
Adam Benjamin Peacey
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329494
Adam Benjamin Peacey is a financial adviser based in Toowoomba, Queensland, with 18 years of experience in the financial services industry. Adam is currently authorised under Synchron Advice Pty Ltd. Adam 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 (Major Finance) from University of Southern Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Major Finance)
University of Southern Queensland
2008
Diploma of Financial Services (Financial Planning)
Finsia
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2011
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2015
Advanced Diploma of Financial Planning
Mentor Education
Registration History
Government Debentures, Stocks or Bonds: class of product only.
HENDERSON MATUSCH PTY LTD
Source: ASIC Financial Advisers Register