Peter Xu Financial Planner Report

Name:
Peter Xu

Rep Number:
001004778

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2016-08-04 onwards

Licensee
Name:

Number:
000231139

ABN:
65 003 900 169

Controlled By:

Appointed By
Name:
Commonwealth Financial Planning Limited

Licence Number:
000231139

ABN:
65 003 900 169

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
Kaplan Professional
Advanced Diploma of Financial Planning
Edith Cowan University
Bachelor of Business (Finance)
Pinnacle Financial Services Academy
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Margin Lending
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)