Financial Adviser
· WANGARA, WA
Peter Lapthorne
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000290751
Peter Lapthorne is a financial adviser based in Wangara, Western Australia, with 27 years of experience in the financial services industry since 1999. Peter is currently authorised under Personal Financial Services. 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 of Financial Planning from Kaplan Professional.
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
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2019
Advanced Diploma of Financial Planning
Mentor
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised for SMSF
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register