Peter Angel – Financial Adviser
Adviser identifying number: 1234567
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence number: 234459
Licensee’s ABN: 26098725145
Licence controlled by: AUSTRALIAN UNITY LIMITED
The date the Financial Adviser commenced the appointment: 11/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Authorised Representative identifying number: 234459
Authorised Representative’s ABN: 26098725145
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 – La Trobe University
- Certified Practicing Accountant – CPA Australia
- Diploma of Financial Planning – Monarch Institute
- Graduate Diploma of Accounting – Deakin University
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Peter Angel 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
- Retirement Savings Account Products
- Superannuation