Financial Adviser · WAYVILLE, SA

Peter Hawcroft

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000339641

Peter Hawcroft is a financial adviser based in Wayville, South Australia, with 22 years of experience in the financial services industry. Peter is currently authorised under Consultum Financial 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Peter 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 Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004
Bachelor of Commerce in Financial Planning and Investments
Griffith University
2011
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2011
Margin Lending and Geared Investments
Kaplan Professional Education

Registration History

Jun 2021 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Aug 2015 - May 2021 Ceased
Jul 2014 - Jun 2015 Ceased
Jul 2009 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register