Financial Adviser · MELBOURNE, VIC

Josephine Everrie Peters

4 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001295658

Josephine Everrie Peters is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry. Josephine is currently authorised under Aware Financial Services Australia Limited. Josephine holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

2017

Advanced Diploma of Financial Planning

Mentor Education Pty Ltd

2017

Diploma of Financial Planning

Kaplan Education

2020

FPC001B Economic and Legal Context for Financial Planning

Kaplan Professional

2021

FPC006 Tax and Commercial Law for Financial Planning

Kaplan Professional

2021

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Aug 2025 - Present Current

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Alliance Wealth Pty Ltd

Jul 2023 - Feb 2024 Ceased

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Interprac Financial Planning Pty Ltd

Feb 2023 - May 2023 Ceased

Charter Financial Planning Limited

Mar 2022 - Sep 2022 Ceased

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

Source: ASIC Financial Advisers Register