MICHELLE PETERS

Financial Adviser · Sydney, NSW

Registered

Registration Number

000291675

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1994

Registration Date

22/05/2007

Financial Services Licensee

E.F.D.B. PTY LIMITED

Licence #000311720

📚 Qualifications & Training

2003 - Diploma of Financial Planning - - Financial Planning Association of Australia
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏢 Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)
TAI Practitioners & Advisers Limited

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.