Peter Vivian Financial Planner Report

Name:
Peter James Vivian

Rep Number:
000250730

Status:
Current

First Advice:
1972

Disciplinary action:
No action

Most Recent Role:
2012-08-24 onwards

Location:
Gawler, Adelaide, SA, 5118

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

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

Qualifications
FPA
Introduction to Financial Planning DFP1
FPA
Investment Planning: Fundamentals DFP3Z
FPA
Retirement Planning DFP4
FPA
Risk Management and Insurance Planning DFP2