Financial Adviser
· HORNSBY, NSW
Peter James Dugan
No disciplinary history on record with ASIC
HORNSBY,
NSW
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000380321
About Peter James Dugan
Peter James Dugan is a financial adviser based in Hornsby, New South Wales, with 23 years of experience in the financial services industry since 2003. Peter is currently authorised under B. Moses Investment Services. 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 Master of Business and Commerce from University of Western Sydney. Peter is a member of Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA), SMSF Association, SMSF Auditor and Tax Agents Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Deakin University
2004
SMSF Specialisation
Tribeca
2015
Master of Business and Commerce
University of Western Sydney
2023
Graduate Certificate of Financial Planning
Deakin University
2025
SMSF Association Specialist Accreditation Program
SMSF Association