Financial Adviser
· ADELAIDE, SA
Peta Ann Nunn
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264480
Peta Ann Nunn is a financial adviser based in Adelaide, South Australia, with 22 years of experience in the financial services industry. Peta is currently authorised under Perks Private Wealth Pty Ltd. Peta 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Peta is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2007
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited