Financial Adviser · SUBIACO, WA

Peter Robert Stevens

SUBIACO, WA

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249783

Currently at

Forrest Private Wealth Management

Subiaco, WA (firm address)

View firm profile

About Peter Robert Stevens

Peter Robert Stevens is a financial adviser based in Subiaco, Western Australia, with 26 years of experience in the financial services industry since 2000. Peter is currently authorised under Forrest Private Wealth Management. 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 Bachelor of Commerce from Curtin University of Technology. Peter is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and Stockbrokers and Investment Advisers Association (SIAA).

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

1999

Bachelor of Commerce

Curtin University of Technology

2002

Graduate Diploma in Financial Planning

Kaplan Higher Education Pty Limited (Historical SIA - Securities Institute Australia)

2011

Certificate IV Finance & Mortgage Broking

Kaplan Education Pty Ltd

2011

Margin Lending and Geared Investments

Kaplan Education Pty Ltd

2015

Accredited Listed Product Adviser (ALPA) Program

Kaplan Education Pty Ltd

Registration History

Forrest Private Wealth Management Pty Ltd

Jan 2017 - Present Current

Infocus Securities Australia Pty Ltd

Jun 2008 - Jan 2017 Ceased

SMSF - excludes SMSF

Source: ASIC Financial Advisers Register