PETER WALSH

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000337472

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2007

Registration Date

01/02/2010

Financial Services Licensee

CANACCORD GENUITY FINANCIAL LIMITED

Licence #000239052

📚 Qualifications & Training

1999 - Bachelor of Business - - Swinburne University of Technology
2008 - Graduate Diploma of Applied Finance - - FINSIA
2010 - Margin Lending - - Stockbrokers Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Relevant Provider Exam - Other - FASEA
2025 - Tax for Financial Advising - Other - Kaplan

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.