PETER ALVAREZ (Adviser# 001000027) 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 March 3, 2009.
| Register Name | Financial Advisers |
| Adviser Name | PETER ALVAREZ |
| Adviser Number | 001000027 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000332417 NAVIGATE WEALTH PTY. LTD. |
| Licence ABN | 21132336844 |
| Adviser Start Date | 2009-03-03 |
| Appointing Representative Name | NAVIGATE WEALTH PTY. LTD. |
| Appointing Representative Number | 000332417 |
| Appointing Representative ABN | 21132336844 |
| Memberships |
Association of Independently Owned Financial Professionals (AIOFP) Fellow FINSIA SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Applied Finance | University of Western Sydney |
| Diploma of Financial Planning | Financial Planning Association of Australia/Deakin University |
| Graduate Diploma of Financial Planning | Financial Services and Securities Institute of Australia (FINSIA) |
| SMSF Specialist Advisor | SMSF Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000332417 | NAVIGATE WEALTH PTY. LTD. | 2009-03-03 - | NAVIGATE WEALTH PTY. LTD. |
| 000239445 |
ARK TOTAL WEALTH PTY LTD
Licence controlled by: BSI Wealth Services |
2006-03-31 - 2008-12-01 | |
| 000235382 | FLOWERS FINANCIAL MANAGEMENT PTY. LIMITED | 2005-06-30 - 2006-03-30 |
| Licence Name | NAVIGATE WEALTH PTY. LTD. |
| Licence Number | 000332417 |
| Licence ABN | 21132336844 |
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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.