Financial Adviser · MILL PARK, VIC

Peter Voltscos

MILL PARK, VIC
42 Years experience
Tax advice
authorised
ASIC Registered · ADV 000248500
Licensee
Ringwood, VIC (licence address on ASIC register)

About Peter Voltscos

Peter Voltscos is a financial adviser based in Mill Park, Victoria, with 42 years of experience in the financial services industry since 1984. Peter is currently authorised under Nextplan Financial. 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 Certified Financial Planner from FPA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1999
Certified Financial Planner
FPA
1999
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Mortgage & Finance Association of Australia (MFAA)
2016
Accredited Aged Care Professional
Aged Care Steps

Registration History

Oct 2020 - Present Current
Jan 2004 - Oct 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register