Financial Adviser
· HAWTHORN EAST, VIC
Peter Pallis
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001248484
Peter Pallis is a financial adviser based in Hawthorn East, Victoria, with 10 years of experience in the financial services industry. Peter is currently authorised under Cfs Advice Services Pty Ltd. Peter holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Restrictions: CFSAS authorizes the Adviser to provide personal advice, general advice, and deal in financial products in relation to superannuation and account-based pension.
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
International Institute of Technology
2018
Advanced Diploma of Financial Planning
International Institute of Technology
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2026
Masters of Financial Planning
Kaplan
Registration History
CFSAS authorizes the Adviser to provide personal advice, general advice, and deal in financial products in relation to superannuation and account-based pension.
ADVISER NETWORK PTY LTD
Source: ASIC Financial Advisers Register