Michael Peel – Financial Adviser
Adviser identifying number: 1000591
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence number: 228914
Licensee’s ABN: 77085878897
Licence controlled by: LANYON PARTNERS CONSOLIDATED PTY LTD
The date the Financial Adviser commenced the appointment: 11/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LANYON PARTNERS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 228914
Authorised Representative’s ABN: 77085878897
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 Economics – University of Queensland
- CFP Accreditation – Deakin
- Post Grad Diploma Applied Finance & Investment – SIA
- Post Grad Diploma Financial Planning – SIA
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australasia (FINSIA)
Michael Peel 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