GEORGE PEAT

Financial Adviser ยท Woolner, NT

Registered

Registration Number

001272542

Registration Status

Registered

Location

Woolner, NT 0820

Providing Advice Since

2018

Registration Date

20/12/2018

Financial Services Licensee

SHARTRU WEALTH MANAGEMENT PTY LTD

Licence #000422409

๐Ÿ“š Qualifications & Training

2018 - Diploma of Financial Planning - - Mentor
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - SuperConcepts Specialist SMSF Online Course - Other - The University of Adelaide / SuperConcepts

๐Ÿข Professional Memberships

Australian Financial Complaints Authority (AFCA)
Mortgage & Finance Association of Australia (MFAA)

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.