Financial Adviser · MAWSON LAKES, SA

Kristie Peters

MAWSON LAKES, SA

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239694

Currently at

Infocus Securities Australia

Maroochydore, QLD (firm address)

View firm profile

Kristie Peters is a financial adviser based in Mawson Lakes, South Australia, with 27 years of experience in the financial services industry since 1999. Kristie is currently authorised under Infocus Securities Australia. Kristie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristie's qualifications include a Bachelor of Business (Banking and Finance) from University of South Australia. Kristie 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 Deposit Products Government Bonds Margin Lending

Restrictions: Direct Equities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Business (Banking and Finance)

University of South Australia

2001

Diploma of Financial Planning

Financial Planning Association

2011

Margin Lending and Geared Investments

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Feb 2020 - Present Current

Direct Equities excludes direct equities advice

Financial Wisdom Limited

Feb 2013 - Feb 2020 Ceased

Not authorised to provide personal advice on Securities.

GENESYS WEALTH ADVISERS PTY LIMITED

Mar 2010 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register