Financial Adviser
· HAWTHORN, VIC
Cheyne Anthony Peat
No disciplinary history on record with ASIC
HAWTHORN,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238857
About Cheyne Anthony Peat
Cheyne Anthony Peat is a financial adviser based in Hawthorn, Victoria, with 10 years of experience in the financial services industry since 2016. Cheyne is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Cheyne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cheyne's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Cheyne is a member of Stockbrokers and Investment Advisers Association (SIAA).
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
2013
Diploma of Financial Planning
KAPLAN
2016
Tier 1 Margin Lending
Other - Kaplan Professional
2019
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Tax and Commercial Law for Financial Planning
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan