PETA ANN NUNN

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

000264480

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2004

Registration Date

01/07/2005

Financial Services Licensee

PERKS PRIVATE WEALTH PTY LTD

Licence #000236551

šŸ“š Qualifications & Training

2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2007 - 5 unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

šŸ¢ Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)

ā„¹ļø 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.