Kristie Peters Financial Planner Report

Name:
Kristie Peters

Rep Number:
000239694

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2013-02-12 onwards

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of South Australia
Bachelor of Business (Banking and Finance)
Financial Planning Association
Diploma of Financial Planning

Memberships
Financial Planning Association (FPA) - Certified Financial Planner