Financial Adviser
· WEST PERTH, WA
Peter Drew Willis
No disciplinary history on record with ASIC
WEST PERTH,
WA
19
Years experience
ASIC Registered · ADV 000304198
Peter Drew Willis is a financial adviser based in West Perth, Western Australia, with 19 years of experience in the financial services industry since 2007. Peter is currently authorised under R M Capital. Peter holds authorisations to advise on superannuation, managed investments, securities and deposit products. Peter's qualifications include a Diploma of Financial Planning from KAPLAN.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2010
Margin Lending
Stockbrokers Association of Australia
2016
Diploma of Financial Planning
KAPLAN
2017
Professional Diploma in Stockbroking
Stockbrokers and Financial Advisers Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
2020
Relevant Provider Exam
FASEA
Registration History
Source: ASIC Financial Advisers Register