PETER WILLIAM FINCH
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of Western Sydney
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - Certified Financial Planner - Professional Designations - FPA
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
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.