Peter Stephen Krstic – Financial Adviser

Adviser identifying number: 234604
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: SMF WEALTH MANAGEMENT PTY LTD
Licence number: 244350
Licensee’s ABN: 72081257221
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The date the Financial Adviser commenced the appointment: 01/07/2005
The date the Financial Adviser ceased the appointment: 31/10/2014
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:

  • Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
  • Diploma Financial Planning (DFP) – Deakin University
  • Margin Lending and Geared Investments – Kaplan Professional
  • Self Managed Super Funds – Quantum Financial Training

Relevant memberships of professional bodies or industry associations:

  • Australian Institute of Company Directors
  • Financial Planning Association of Australia (FPA)

Peter Stephen Krstic is authorised to provide advices on following products: