PETER IAN CRUMP

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001001166

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2003

Registration Date

03/03/2021

Financial Services Licensee

BDO PRIVATE WEALTH ADVISERS PTY LTD

Licence #000238280

šŸ“š Qualifications & Training

1985 - Fellow of the Institute of Actuaries Australia - - Actuaries Institute
2005 - SMSF Specialist Advisor - - SMSF Association
2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
2012 - Chartered Tax Adviser (CTA) - - The Tax Institute
2016 - Certified Financial Planner - - FPA
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2026 - Commercial Law - Other - Kaplan Professional

šŸ¢ Professional Memberships

Actuaries Institute
CFP - Certified Financial Planner (FPA)
CTA - Chartered Tax Adviser
FIAA - Fellow of The Institute of Actuaries of Australia
Financial Advice Association of Australia (FAAA)
SMSF Association
SSA - SMSF Specialist Accreditation (SPAA)
The Tax Institute

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.