PETER JOHN MASON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1994 - Bachelor of Arts in Industrial Design - Bachelor Degree (AQF 7) - RMIT
2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin University
2007 - SMSF Accreditation - Other - AXA Excellence
2011 - CFP Certification - Professional Designations - Financial Advice Association of Australia
2020 - Bridging Courses - Ethics; Regulation & Legal Obligations; and Behavioural Finance - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.