Financial Adviser
· KEW EAST, VIC
Peter Mccormack
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241979
Peter Mccormack is a financial adviser based in Kew East, Victoria, with 37 years of experience in the financial services industry. Peter is currently authorised under Godfrey Pembroke Group 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Peter is a member of Financial Services Institute of Australasia (FINSIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2000
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2011
RG146 Margin Lending
MLC ThreeSixty