Peter Nelson Financial Planner Report

Name:
Peter Raymond Nelson

Rep Number:
000231022

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-05-09 onwards

Licensee
Name:

Number:
000482657

Controlled By:

Appointed By
Name:
Cpa Australia Advice Pty Ltd

Licence Number:
000482657

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
CPA Australia
Advising in SMSFs
CPA Australia
CPA
CPA Australia
Diploma of Financial Planning
Tax Practitioners Board
Registered Tax Agent

Memberships
CPA Australia (CPA)
The Tax Institute (CTA)
The Tax Institute (FTI)