Financial Adviser
· MORNINGTON, VIC
Brendan Peach
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234934
Brendan Peach is a financial adviser based in Mornington, Victoria, with 11 years of experience in the financial services industry. Brendan is currently authorised under Lifespan Financial Planning Pty Ltd. Brendan 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 Master of Financial Planning from Kaplan Professional.
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
2013
Diploma of Financial Planning
International Institute of Technology
2014
Advanced Diploma of Financial Planning
International Institute of Technology
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Master of Financial Planning
Kaplan Professional