Frank Peh – Financial Adviser
Adviser identifying number: 358677
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: IWM ADVISORS AUSTRALIA PTY LTD
Licence number: 343582
Licensee’s ABN: 38133517021
Licence controlled by: BRIAN TREVOR SELLICK
The date the Financial Adviser commenced the appointment: 03/06/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IWM ADVISORS AUSTRALIA PTY LTD
Authorised Representative identifying number: 343582
Authorised Representative’s ABN: 38133517021
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:
- Advanced Diploma of Financial Services (Financial Planning) – Holmesglen Institute
- Bachelor of Accountancy – National University of Singapore
- Diploma of Financial Services (Financial Planning) – Holmesglen Institute
- Diploma, Company Directors Course – Australian Institute of Company Directors
- Master of Business Administration – London Business School
Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australasia
Frank Peh 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