PETER JOHANNES KERKVLIET — Financial Adviser #001267219

Registration Number

001267219

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1999

Registration Date

26/07/2019

Financial Services Licensee

SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD

Licence #000490255

📚 Qualifications & Training

1991 - Certificate in Financial Markets - Certificate (AQF 1-4) - FINSIA

1996 - Diploma of Financial Planning - Diploma (AQF 5) - FPA

1998 - Certified Financial Planner (CFP) - Professional Designations - FPA

🏢 Professional Memberships

FINSIA

SAFAA

Tax Practitioners 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.