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:

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: