Peter Ian Crump – Financial Adviser

Adviser identifying number: 1001166
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PORTFOLIO PLANNING SOLUTIONS LTD
Licence number: 255027
Licensee’s ABN: 83008007387
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/01/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PORTFOLIO PLANNING SOLUTIONS LTD
Authorised Representative identifying number: 255027
Authorised Representative’s ABN: 83008007387

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 Services (Financial Planning) – Kaplan
• Certified Financial Planner – FPA
• Chartered Tax Adviser (CTA) – The Tax Institute
• Fellow of the Institute of Actuaries Australia – Actuaries Institute
• SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Actuaries Institute
• Financial Planning Association of Australia (FPA)
• SMSF Association
• The Tax Institute

Peter Ian Crump 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility