Peter Charles Wilson – Financial Adviser

Adviser identifying number: 354873
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: WERATON CONSULTING PTY LTD
Licence number: 442840
Licensee’s ABN: 35163027370
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/02/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WERATON CONSULTING PTY LTD
Authorised Representative identifying number: 442840
Authorised Representative’s ABN: 35163027370

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 of Financial Planning – Mentor Education Group
  • Bachelor of Education – SCAE
  • Certificate Securities Institute of Australia – SIOA
  • Diploma of Financial Services – Kaplan

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Association of Independently Owned Financial Professionals (AIOFP)

Peter Charles Wilson 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