PETER HAWCROFT

Financial Adviser ยท Wayville, SA

Registered

Registration Number

000339641

Registration Status

Registered

Location

Wayville, SA 5034

Providing Advice Since

2004

Registration Date

07/08/2015

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

๐Ÿ“š Qualifications & Training

2004 - Bachelor of Commerce in Financial Planning and Investments - Bachelor Degree (AQF 7) - Griffith University
2011 - 5 unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏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.