Peter Lam – Financial Adviser

Adviser identifying number: 378096
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: ARGURION FINANCE GROUP PTY LTD
Licence number: 380023
Licensee’s ABN: 70115065855
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ARGURION FINANCE GROUP PTY LTD
Authorised Representative identifying number: 380023
Authorised Representative’s ABN: 70115065855

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 (Accounting and Financial Planning) – Curtin University
• Margin Lending and Geared Investments – KAPLAN
• Self Managed Superannuation Funds – KAPLAN

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Peter Lam 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