PETER JOHN SPEECHLEY
Financial Adviser · Perth, WA
📚 Qualifications & Training
2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - CA SMSF Specialist Accreditation Course - Other - University of New South Wales
2013 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional
2020 - Accredited Aged Care Professional - Other - Aged Care Steps
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Taxation Institute of Australia
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.