FRANK PEH

Financial Adviser ยท South Yarra, VIC

Registered

Registration Number

000358677

Registration Status

Registered

Location

South Yarra, VIC 3141

Providing Advice Since

2010

Registration Date

03/06/2010

Financial Services Licensee

IWM ADVISORS AUSTRALIA PTY LTD

Licence #000343582

๐Ÿ“š Qualifications & Training

1987 - Bachelor of Accountancy - - National University of Singapore
1994 - Master of Business Administration - - London Business School
2009 - Advanced Diploma of Financial Services (Financial Planning) - - Holmesglen Institute
2009 - Diploma of Financial Services (Financial Planning) - - Holmesglen Institute
2011 - Diploma, Company Directors Course - - Australian Institute of Company Directors

๐Ÿข Professional Memberships

Financial Services Institute of Australasia

โ„น๏ธ 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.