Financial Adviser · DANDENONG, VIC

Damien Robert Peterson

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000249926

Damien Robert Peterson is a financial adviser based in Dandenong, Victoria, with 20 years of experience in the financial services industry. Damien is currently authorised under Charter Financial Planning Limited. Damien 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 Business from Royal Melbourne Institute Of Technology.

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

1998

8 unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2000

Bachelor of Business

Royal Melbourne Institute Of Technology

2019

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2023

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2008 - Present Current

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

JIGSAW SUPPORT SERVICES PTY LIMITED

Sep 2004 - Jun 2008 Ceased

Source: ASIC Financial Advisers Register