LINCOLN PETER JOHNSON

Financial Adviser · Sydney, NSW

Registered

Registration Number

000318634

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2007

Registration Date

26/09/2011

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2011 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Financial Advisers Ltd
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2023 - Commercial Law - Other - Kaplan Professional Education

🏢 Professional Memberships

Financial Services Institute of Australasia (FINSIA)

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.