Peter Kerkvliet Financial Planner Report

Name:
Peter Johannes Kerkvliet

Rep Number:
000259376

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2014-03-11 onwards

Licensee
Name:

Number:
000235410

ABN:
49 010 669 726

Appointed By
Name:
Morgans Financial Limited

Licence Number:
000235410

ABN:
49 010 669 726

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
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Securities
Superannuation

Qualifications
Securities Institute Australia
Certificate in Financial Markets
RMIT
Diploma of Financial Planning

Memberships
FINSIA