Financial Adviser
· MELBOURNE, VIC
Peter John Mason
No disciplinary history on record with ASIC
MELBOURNE,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000286937
Currently at
Melbourne, VIC (firm address)
Peter John Mason is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry since 2001. Peter is currently authorised under Moneywise Personal Financial Management. 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 CFP Certification from Financial Advice Association of Australia. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Arts in Industrial Design
RMIT
2004
Diploma of Financial Planning
Deakin University
2007
SMSF Accreditation
AXA Excellence
2011
CFP Certification
Financial Advice Association of Australia
2020
Bridging Courses
Other - Kaplan
Registration History
Source: ASIC Financial Advisers Register