Financial Adviser · MOONEE PONDS, VIC

John Peterson

2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001305900

John Peterson is a financial adviser based in Moonee Ponds, Victoria, with 2 years of experience in the financial services industry. John is currently authorised under Interprac Financial Planning Pty Ltd. John 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 Bachelor of Business (Financial Planning) from Swinburne University of Technology. John is a member of Finance Brokers Association of Australia (FBAA).

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

2023
Bachelor of Business (Financial Planning)
Swinburne University of Technology
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Apr 2024 - Present Current
Sep 2023 - Apr 2024 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