Financial Adviser · ADELAIDE, SA

Peter Ian Crump

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001166

Peter Ian Crump is a financial adviser based in Adelaide, South Australia, with 23 years of experience in the financial services industry. Peter is currently authorised under Bdo Private Wealth Advisers 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 FPA. Peter is a member of Actuaries Institute, CFP - Certified Financial Planner (FPA), CTA - Chartered Tax Adviser, FIAA - Fellow of The Institute of Actuaries of Australia, Financial Advice Association of Australia (FAAA), SMSF Association, SSA - SMSF Specialist Accreditation (SPAA) and The Tax Institute.

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

1985
Fellow of the Institute of Actuaries Australia
Actuaries Institute
2005
SMSF Specialist Advisor
SMSF Association
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2012
Chartered Tax Adviser (CTA)
The Tax Institute
2016
Certified Financial Planner
FPA
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2026
Commercial Law
Kaplan Professional

Registration History

Mar 2021 - Present Current
Aug 2017 - Dec 2020 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
PORTFOLIO PLANNING SOLUTIONS LTD
Jan 2009 - Dec 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
PPS LIFESTYLE SOLUTIONS PTY LTD
Jan 2009 - Dec 2020 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register