PETER LAM


Licensee: ARGURION FINANCE GROUP PTY LTD

PETER LAM (Adviser# 001008147) 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 November 23, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name PETER LAM
Adviser Number 001008147
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000380023
ARGURION FINANCE GROUP PTY LTD
Licence ABN 70115065855
Adviser Start Date 2010-11-23
Appointing Representative Name ARGURION FINANCE GROUP PTY LTD
Appointing Representative Number 000380023
Appointing Representative ABN 70115065855
Memberships Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)

Authorisations to provide financial product advice

  • PETER LAM
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Accounting and Financial Planning) Curtin University
Certified Financial Planner Financial Planning Association
Margin Lending and Geared Investments Kaplan
Master of Business Administration UWA
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000380023 ARGURION FINANCE GROUP PTY LTD 2010-11-23 - ARGURION FINANCE GROUP PTY LTD

Licensee Information

Licence Name ARGURION FINANCE GROUP PTY LTD
Licence Number 000380023
Licence ABN 70115065855

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER HAROLD YOUNG Argurion Finance Group Pty Ltd Current 2018-06-15
SHAWN DAVID BAKER Argurion Finance Group Pty Ltd Current 2018-03-26
SHERIE LEE HOWARD Argurion Finance Group Pty Ltd Current 2010-12-01
PETER LAM Argurion Finance Group Pty Ltd Current 2010-12-01
CHRISTOPHER JOSEPH CRAGGS Argurion Finance Group Pty Ltd Current 2010-11-23

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER HAROLD YOUNG Argurion Finance Group Pty Ltd Current 2018-06-15
SHAWN DAVID BAKER Argurion Finance Group Pty Ltd Current 2018-03-26
SHERIE LEE HOWARD Argurion Finance Group Pty Ltd Current 2010-12-01
PETER LAM Argurion Finance Group Pty Ltd Current 2010-12-01
CHRISTOPHER JOSEPH CRAGGS Argurion Finance Group Pty Ltd Current 2010-11-23

Competitor

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Dataset Information


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.