Financial Adviser
· SOUTHBANK, VIC
Peter John Whelan
No disciplinary history on record with ASIC
SOUTHBANK,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245909
About Peter John Whelan
Peter John Whelan is a financial adviser based in Southbank, Victoria, with 20 years of experience in the financial services industry since 2006. Peter is currently authorised under Complete Latitude. Peter holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Peter's qualifications include a Diploma of Financial Planning from Kaplan Professional. Peter is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Kaplan Professional
2015
Securities and Managed Investments
Kaplan Professional
2025
Economic and Legal Context Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional