PETER ALVAREZ
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2001 - Bachelor of Applied Finance - - University of Western Sydney
2004 - Diploma of Financial Planning - - Financial Planning Association of Australia/Deakin University
2008 - Graduate Diploma of Financial Planning - - Financial Services and Securities Institute of Australia (FINSIA)
2011 - SMSF Specialist Advisor - - SMSF Association of Australia
🏢 Professional Memberships
SMSF Association
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.