PETER ROBERT STEVENS
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University of Technology
2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited (Historical SIA - Securities Institute Australia)
2011 - Certificate IV Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd
2015 - Accredited Listed Product Adviser (ALPA) Program - Other - Kaplan Education Pty Ltd
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
Stockbrokers and Investment Advisers Association (SIAA)
ā¹ļø 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.