Financial Adviser
· VARSITY LAKES, QLD
Peter John Stevenson
No disciplinary history on record with ASIC
VARSITY LAKES,
QLD
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329597
Peter John Stevenson is a financial adviser based in Varsity Lakes, Queensland, with 25 years of experience in the financial services industry since 2001. Peter is currently authorised under Sgn Financial, operating through Sterling Group & Associates. 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 Certified Financial Planner Certification from Financial Planning Association of Australia. Peter is a member of Australian Institute of Company Directors and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Financial Planning Association of Australia
2005
Self Managed Superannuation Funds
Tribeca Learning
2010
Certified Financial Planner Certification
Financial Planning Association of Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
2014
Accredited Listed Product Adviser Program
Kaplan Professional Education
2014
Graduate Diploma of Applied Finance
Kaplan Higher Education Pty Limited
2017
Master of Applied Finance
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education