Peter Robert Stevens – Financial Adviser

Adviser identifying number: 249783
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: FORREST PRIVATE WEALTH MANAGEMENT PTY LTD
Licence number: 492712
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORREST PRIVATE WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 492712
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Accredited Listed Product Adviser Program – Kaplan
• Bachelor of Commerce – Curtin University of Technology
• Certificate IV Finance & Mortgage Broking – Kaplan
• Graduate Diploma of Financial Planning – Securities Institute
• Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Finsia

Peter Robert Stevens is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility