PETER JAMES DUGAN
Financial Adviser · Hornsby, NSW
📚 Qualifications & Training
2002 - Diploma of Financial Planning - - Deakin University
2004 - SMSF Specialisation - - Tribeca
2015 - Master of Business and Commerce - - University of Western Sydney
2023 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Deakin University
2025 - SMSF Association Specialist Accreditation Program - Professional Designations - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
SMSF Association
SMSF Auditor
Tax Agents Board
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.