Financial Adviser
· EAST HAWTHORN, VIC
Patricia Peters
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000237766
Patricia Peters is a financial adviser based in East Hawthorn, Victoria, with 26 years of experience in the financial services industry. Patricia is currently authorised under Petersmckeown Pty Ltd. Patricia 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. Patricia 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Master of Business Adminstration
Monash University
1997
Master of Professional Accounting
Monash University
2002
Certified Financial Planner
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan