PETER ROBERT STEVENS (Adviser# 000249783) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 9, 2017.
| Register Name | Financial Advisers |
| Adviser Name | PETER ROBERT STEVENS |
| Adviser Number | 000249783 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000492712 FORREST PRIVATE WEALTH MANAGEMENT PTY LTD |
| Adviser Start Date | 2017-01-09 |
| Appointing Representative Name | FORREST PRIVATE WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000492712 |
| Memberships | Finsia |
|
| Qualification / Degree | Institute / School |
|---|---|
| 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 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000492712 | FORREST PRIVATE WEALTH MANAGEMENT PTY LTD | 2017-01-09 - | FORREST PRIVATE WEALTH MANAGEMENT PTY LTD |
| 000236523 |
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: SMSF - excludes SMSF |
2008-06-16 - 2017-01-06 | INFOCUS SECURITIES AUSTRALIA PTY LTD |
| Licence Name | FORREST PRIVATE WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000492712 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.