Peter Alvarez – Financial Adviser
Adviser identifying number: 1000027
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: NAVIGATE WEALTH PTY. LTD.
Licence number: 332417
Licensee’s ABN: 21132336844
Licence controlled by:
The date the Financial Adviser commenced the appointment: 03/03/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NAVIGATE WEALTH PTY. LTD.
Authorised Representative identifying number: 332417
Authorised Representative’s ABN: 21132336844
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:
- Bachelor of Applied Finance – University of Western Sydney
- Diploma of Financial Planning – Financial Planning Association of Australia/Deakin University
- Graduate Diploma of Financial Planning – Financial Services and Securities Institute of Australia (FINSIA)
- SMSF Specialist Advisor – SMSF Association of Australia
Relevant memberships of professional bodies or industry associations:
- Association of Independently Owned Financial Professionals (AIOFP)
- Fellow FINSIA
- SMSF Association
Peter Alvarez 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