Financial Adviser
· SUBIACO, WA
Peter Lucas Davies
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277928
Peter Lucas Davies is a financial adviser based in Subiaco, Western Australia, with 22 years of experience in the financial services industry. Peter is currently authorised under Symmetry Group 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 Certified Financial Planner (CFP) from FPA. Peter is a member of Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Certified Financial Planner (CFP)
FPA
2002
Diploma of financial Services
Deakin University