Financial Adviser
· MELBOURNE, VIC
Peter Meakin
No disciplinary history on record with ASIC
MELBOURNE,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338251
Licensee
Melbourne, VIC (licence address on ASIC register)
About Peter Meakin
Peter Meakin is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Peter is currently authorised under Partners Wealth Group Financial Advice. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Investment Banking Institute (IBI).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Investment Banking Institute (IBI)
2012
Advanced Diploma of Financial Services (Financial Planning)
Investment Banking Institute (IBI)
2016
Graduate Certificate in Financial Planning
Deakin University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services limited of investments held within a regulated platform.
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register