BENJAMIN PETERS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA
2003 - Diploma of Financial Planning - - Deakin University
2006 - Self Managed Superannuation Funds - - Tribeca
2010 - Margin Lending and Geared Investments - - Kaplan Professionals
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
TAI Practitioners & Advisers Ltd
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.