PETER JOHN O'CALLAGHAN

Financial Adviser ยท Toowong, QLD

Registered

Registration Number

000336292

Registration Status

Registered

Location

Toowong, QLD 4066

Providing Advice Since

1995

Registration Date

25/03/2010

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2003 - Master of Financial Services Law - Masters Degree (AQF 9) - Macquarie University
2011 - Cavendish & ICFS Specialist SMSF Course - Other - University of Adelaide
2015 - Diploma of Business, Marketing, Management - Diploma (AQF 5) - Dreamtime Training

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
SMSF Association

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.