Peter Xu – Financial Adviser
Adviser identifying number: 1004778
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 24/03/2014
The date the Financial Adviser ceased the appointment: 27/05/2016
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 000233714
Authorised Representative’s ABN: 33007457141
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:
You may be interested in:
>>>Tips to Avoid Holiday Scams
>>>How to Handle Unexpected Expenses
>>>9 Major Risks of Investing in Cryptocurrency
Relevant qualifications and training:
- Advanced Diploma of Financial Planning – Kaplan Professional
- Bachelor of Business (Finance) – Edith Cowan University
- Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy
- Margin Lending – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Peter Xu is authorised to provide advices on following products: