Peter Robert Stevens – Financial Adviser

Adviser identifying number: 249783
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: FORREST PRIVATE WEALTH MANAGEMENT PTY LTD
Licence number: 492712
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORREST PRIVATE WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 492712
Authorised Representative’s ABN:

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:

  • Accredited Listed Product Adviser Program – Kaplan
  • Bachelor of Commerce – Curtin University of Technology
  • Certificate IV Finance & Mortgage Broking – Kaplan
  • Graduate Diploma of Financial Planning – Securities Institute
  • Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Finsia

Peter Robert Stevens 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