Peter Valjan – Financial Adviser

Adviser identifying number: 1252828
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: HLV FINANCIAL SERVICES PTY LTD
Licence number: 489043
Licensee’s ABN:
Licence controlled by: Peter VALJAN

The date the Financial Adviser commenced the appointment: 01/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HLV FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 489043
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:

• Bachelor of Financial Administration – University of New England
• Diploma of Financial Planning – Kaplan
• Professional Year Program – Institute of Chartered Accountants
• Public Practice Certificate – Institute of Chartered Accountants
• Registered Tax Agent – Australian Taxation Office

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Peter Valjan is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation