WILLIAM LESLIE PETERS

Financial Adviser ยท Redcliffe, QLD

Registered

Registration Number

000259644

Registration Status

Registered

Location

Redcliffe, QLD 4020

Providing Advice Since

2001

Registration Date

10/03/2004

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

1990 - Bachelor of Business (Accountancy) - - Queensland University of Technology
1994 - Graduate Diploma of Advanced Accounting - - Queensland University of Technology
2000 - Masters of Business Administration - - Queensland University of Technology
2007 - Graduate Certificate of Financial Planning - - FINSIA

๐Ÿข Professional Memberships

Institute of Chartered Accountants

โ„น๏ธ 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.