Patricia Peters – Financial Adviser

Adviser identifying number: 237766
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: PETERSMCKEOWN PTY LTD
Licence number: 296198
Licensee’s ABN: 63113816809
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/05/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PETERSMCKEOWN PTY LTD
Authorised Representative identifying number: 296198
Authorised Representative’s ABN: 63113816809

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certified Financial Planner – FPA
  • Master of Business Adminstration – Monash University
  • Master of Professional Accounting – Monash University

Relevant memberships of professional bodies or industry associations:

Patricia Peters is authorised to provide advices on following 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