Financial Adviser
· TRARALGON, VIC
Peter Michael Marmara-stewart
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318836
Peter Michael Marmara-stewart is a financial adviser based in Traralgon, Victoria, with 19 years of experience in the financial services industry. Peter is currently authorised under Interprac Financial Planning Pty Ltd. 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 Masters of Commerce from University of New England. Peter is a member of Association of Independently Owned Financial Professionals (AIOFP), Institute of Public Accountants (IPA) and National Tax & Accountants' Association.
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
2007
Diploma of Financial Services (Financial Planning)
Pinnacle
2009
Bachelor of Business and Commerce
Monash University
2011
DPML Margin Lending
Pinnacle Financial Services Academy
2012
Masters of Commerce
University of New England
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional