Financial Adviser · WAGGA WAGGA, NSW

Peter Hastie

WAGGA WAGGA, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000327870

Currently at

Navigate Advice

Wagga Wagga, NSW (firm address)

View firm profile

Peter Hastie is a financial adviser based in Wagga Wagga, New South Wales, with 18 years of experience in the financial services industry since 2008. Peter is currently authorised under Navigate Licence, operating through Navigate Advice. 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 Advanced Diploma of Financial Services(Financial Planning) from Kaplan Professional. Peter 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 Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2011

Advanced Diploma of Financial Services(Financial Planning)

Kaplan Professional

2011

Advice in Margin Lending

MLC

2012

Post Graduate Certificate in Financial Planning

Financial PlanningCharles Sturt University

2013

Certificate IV in Finance & Mortgage Broking

Kaplan Professional

2013

Self Managed Superannuation Funds

Kaplan Professional

Registration History

Navigate Licence Pty Ltd

Jul 2021 - Present Current

Paragem Pty Limited

Jun 2013 - Jul 2021 Ceased

W B FINANCIAL MANAGEMENT PTY LTD

Jan 2013 - Jun 2013 Ceased

MERITUM FINANCIAL GROUP PTY LTD

Jul 2008 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register