Financial Adviser · AVALON BEACH, NSW

Peter Kirby

AVALON BEACH, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000278000

Currently at

Via Financial Group

Brisbane, QLD (firm address)

View firm profile

Peter Kirby is a financial adviser based in Avalon Beach, New South Wales, with 21 years of experience in the financial services industry since 2005. Peter is currently authorised under Gallagher Benefit Services, operating through Via Financial Group. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty/GWM Adviser Services Limited. Peter is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Planning

Deaking University FPA

2006

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty/GWM Adviser Services Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2020

FPC004 Insurance Advice

Kaplan Higher Education Pty Limited

Registration History

Gallagher Benefit Services Pty Ltd

Oct 2024 - Present Current

VIAFGA PTY LTD

Mar 2019 - Oct 2024 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Jul 2004 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register