Peter Gareth Wright – Financial Adviser

Adviser identifying number: 1001394
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: PRIVATE CAPITAL ADVISERS PTY LTD
Licence number: 422593
Licensee’s ABN: 15123671821
Licence controlled by:

The date the Financial Adviser commenced the appointment: 24/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIVATE CAPITAL ADVISERS PTY LTD
Authorised Representative identifying number: 422593
Authorised Representative’s ABN: 15123671821

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 Commerce – The University of Western Australia
  • Certified Financial Planner Education Program – Deakin University
  • Chartered Accountant Program – Institute of Chartered Accountants in Australia
  • Graduate Diploma of Financial Planning – Financial Services Institute of Australia
  • Masters of Accounting – Curtin University

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Peter Gareth Wright 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
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services