Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH PERTH, WA

Peta Lee Winkless

19 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000320420

Peta Lee Winkless is a financial adviser based in South Perth, Western Australia, with 19 years of experience in the financial services industry. Peta is currently authorised under Akumin Financial Planning Pty Limited. Peta 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Peta 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 Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Markets
Securities Institute
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2009
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 2010 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register