Financial Adviser
· IVANHOE EAST, VIC
Peter Wayne Leggett
No disciplinary history on record with ASIC
IVANHOE EAST,
VIC
43
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247539
Peter Wayne Leggett is a financial adviser based in Ivanhoe East, Victoria, with 43 years of experience in the financial services industry since 1983. Peter is currently authorised under Arrow Financial Group. 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 Master of Financial Planning from University of Sunshine Coast. Peter is a member of CFP - Certified Financial Planner (FPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Business
Royal Melbourne Institute of Technology
1996
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia (FPA)
2010
Margin Lending & Geared Investments
Kaplan Professional
2010
Master of Financial Planning
University of Sunshine Coast
2021
Ethics & Professionalism in Financial Advice
Ethics - KAPLAN Professional
Registration History
Superannuation Excludes Self-Managed Superannuation Fund.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register