PAUL JOHN PEOS
Financial Adviser · West Perth, WA
📚 Qualifications & Training
1990 - Bachelor of Economics - - University of Western Australia
1994 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2006 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - Financial Services Institute of Australasia
2010 - Margin Lending and Geared Investments - - Kaplan
2011 - ASX Accredited Listed Product Adviser - - Kaplan
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
The Mortgage and Finance Association of Australia
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.