Data sourced from ASIC Financial Advisers Register
Financial Adviser · UNLEY, SA

Peter Mark Berresford

12 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000445537

Peter Mark Berresford is a financial adviser based in Unley, South Australia, with 12 years of experience in the financial services industry. Peter is currently authorised under Akumin Financial Planning Pty Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Certificate IV Financial Services (Finance/Mortgage Broking)
TAFE SA
2013
Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2016
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2013 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register