PETER JOHN SMALL
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1992 - Bachelor of Commerce Accounting - Bachelor Degree (AQF 7) - University of Western Sydney
2000 - Graduate Diploma Applied Finance and Investments - Graduate Diploma (AQF 8) - Securities Institute Australia
2001 - CPA - Professional Designations - CPA Australia
2005 - Advanced Diploma of Fin Advice - Advanced Diploma (AQF 6) - FPA
2009 - Certified Financial Planner - Professional Designations - Financial Planning Association
🏢 Professional Memberships
CPA Australia (CPA)
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.