KRISTIE PETERS

Financial Adviser ยท Mawson Lakes, SA

Registered

Registration Number

000239694

Registration Status

Registered

Location

Mawson Lakes, SA 5095

Providing Advice Since

1999

Registration Date

12/02/2013

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

1996 - Bachelor of Business (Banking and Finance) - - University of South Australia
2001 - Diploma of Financial Planning - - Financial Planning Association
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.