Financial Adviser · LEONGATHA, VIC

Peter Glenn Warren

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000228

Peter Glenn Warren is a financial adviser based in Leongatha, Victoria, with 23 years of experience in the financial services industry. Peter is currently authorised under Apex Macro Financial 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 from FPA. 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 Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1987
Bachelor of Business
RMIT
1992
Diploma of Financial Planning
Deakin
1994
Certified Financial Planner
FPA

Registration History

Sep 2023 - Present Current
LWP FINANCIAL PTY LTD
May 2013 - Sep 2023 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Apr 2009 - Jan 2012 Ceased
Jul 2007 - Mar 2009 Ceased

Source: ASIC Financial Advisers Register