PETER JOHN STEVENSON
Financial Adviser · Varsity Lakes, QLD
📚 Qualifications & Training
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2005 - Self Managed Superannuation Funds - - Tribeca Learning
2010 - Certified Financial Planner Certification - Professional Designations - Financial Planning Association of Australia
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2014 - Accredited Listed Product Adviser Program - - Kaplan Professional Education
2014 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2017 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Australian Institute of Company Directors
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.