Nancy Peat – Financial Adviser
Adviser identifying number: 246823
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence number: 411766
Licensee’s ABN: 76153168293
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd
The date the Financial Adviser commenced the appointment: 05/01/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Authorised Representative identifying number: 000411766
Authorised Representative’s ABN: 76153168293
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 Financial Services – Tribeca
- Diploma in Life Insurance – Deakin University
- Diploma of Financial Planning – Tribeca
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Nancy Peat is authorised to provide advices on following products:
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Superannuation