Financial Adviser
· RICHMOND, VIC
Peter Johannes Kerkvliet
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267219
Peter Johannes Kerkvliet is a financial adviser based in Richmond, Victoria, with 27 years of experience in the financial services industry. Peter is currently authorised under Petrus Wealth Management Pty Ltd. Peter holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from FPA. Peter is a member of FINSIA, SAFAA and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1991
Certificate in Financial Markets
FINSIA
1996
Diploma of Financial Planning
FPA
1998
Certified Financial Planner (CFP)
FPA
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register