PETA LEE WINKLESS
Financial Adviser · South Perth, WA
📚 Qualifications & Training
2003 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2009 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.