PIERS GEORGE EGERTON-WARBURTON

Financial Adviser Β· Perth, WA

Registered

Registration Number

001307566

Registration Status

Registered

Location

Perth, WA 6000

Providing Advice Since

2024

Registration Date

18/01/2024

Financial Services Licensee

CANACCORD GENUITY FINANCIAL LIMITED

Licence #000239052

πŸ“š Qualifications & Training

2020 - Bachelor of Commerce / Bachelor of Communications and Media - Bachelor Degree (AQF 7) - The University of Notre Dame
2023 - Financial Adviser Exam - Other - ASIC
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.