Financial Adviser · SOUTHBANK, VIC

Peter Alan Gersch

33 Years experience
Tax advice
authorised
ASIC Registered · ADV 000247580

Peter Alan Gersch is a financial adviser based in Southbank, Victoria, with 33 years of experience in the financial services industry. Peter is currently authorised under Paragem Pty Limited. Peter 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 Certified Financial Planner from Financial Planning Association. Peter is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Superannuation excludes Self Managed Superannuation Funds.

Authorised to provide tax financial advice services

Qualifications and Training

1992
Diploma of Financial Planning
RMIT
1996
Certified Financial Planner
Financial Planning Association
2019
Tier 1 Margin Lending
- Kaplan

Registration History

Apr 2014 - Present Current
Superannuation excludes Self Managed Superannuation Funds.
Jan 2004 - Apr 2014 Ceased

Source: ASIC Financial Advisers Register