PETER RICHARD HAIGH

Financial Adviser ยท Dungog, NSW

Registered

Registration Number

001272027

Registration Status

Registered

Location

Dungog, NSW 2420

Providing Advice Since

2018

Registration Date

18/12/2018

Financial Services Licensee

THE SMSF EXPERT PTY LTD

Licence #000445113

๐Ÿ“š Qualifications & Training

2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2006 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2007 - Master of Applied Taxation - Masters Degree (AQF 9) - University of New South Wales
2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

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.