PETER VAGGIS
Financial Adviser · North Rocks, NSW
📚 Qualifications & Training
2001 - Diploma of Financial Advising - - Securities Institute Education
2023 - Graduate Diploma of Applied Tax Law - Graduate Diploma (AQF 8) - The Tax Institute
🏢 Professional Memberships
FINSIA
Institute of Public Accountants (IPA)
The Tax Institute
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.