Financial Adviser
· CAMBERWELL, VIC
Peter Robert Bailey
No disciplinary history on record with ASIC
CAMBERWELL,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003662
About Peter Robert Bailey
Peter Robert Bailey is a financial adviser based in Camberwell, Victoria, with 20 years of experience in the financial services industry since 2006. Peter is currently authorised under Planning Partners. 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 CFP from FPA. 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
2006
B Bus (Economics & Finance)
RMIT
2010
CFP
FPA
2021
Ethics and Client Management
Ethics - Swinburne University of Technology