PETER GARETH WRIGHT
Financial Adviser ยท Cottesloe, WA
๐ Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australia
2003 - Certified Financial Planner Education Program - Professional Designations - Deakin University
2007 - Chartered Accountant Program - Professional Designations - Institute of Chartered Accountants in Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
๐ข Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SMSF Association
โน๏ธ 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.