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