Peter Raymond Nelson – Financial Adviser

Adviser identifying number: 231022
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: CPA AUSTRALIA ADVICE PTY LTD
Licence number: 482657
Licensee’s ABN:
Licence controlled by: CPA AUSTRALIA LTD

The date the Financial Adviser commenced the appointment: 09/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CPA AUSTRALIA ADVICE PTY LTD
Authorised Representative identifying number: 482657
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advising in SMSFs – CPA Australia
  • CPA – CPA Australia
  • Diploma of Financial Planning – CPA Australia
  • Registered Tax Agent – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • The Tax Institute (CTA)
  • The Tax Institute (FTI)

Peter Raymond Nelson 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