Peter Zgouras Financial Planner Report

Name:
Peter Zgouras

Rep Number:
000301653

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2010-04-19 onwards

Location:
Sydney, , NSW, 0

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
AMP Financial Planning
Advanced Diploma of Financial Services (Financial Planning)
University of Western Sydney
Bachelor of Commerce (Economics & Finance)
Integratec (Australia) Pty Ltd
Certificate IV in Financial Planning
Traineeship Management Australia (TMA)
Certificate IV in Financial Services (Finance/Mortgage Broking)
Tribeca
Diploma of Financial Services (Financial Panning)

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)