Financial Adviser
· PERTH, WA
Peter John Speechley
No disciplinary history on record with ASIC
PERTH,
WA
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246156
Peter John Speechley is a financial adviser based in Perth, Western Australia, with 36 years of experience in the financial services industry since 1990. Peter is currently authorised under Paragem. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Graduate Diploma in Financial Planning from Securities Institute. Peter is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Taxation Institute of Australia.
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
2001
Graduate Diploma in Financial Planning
Securities Institute
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
CA SMSF Specialist Accreditation Course
University of New South Wales
2013
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan Professional
2020
Accredited Aged Care Professional
Aged Care Steps
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education