Financial Adviser
· COTTESLOE, WA
Peter Gareth Wright
No disciplinary history on record with ASIC
COTTESLOE,
WA
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001394
About Peter Gareth Wright
Peter Gareth Wright is a financial adviser based in Cottesloe, Western Australia, with 27 years of experience in the financial services industry since 1999. Peter is currently authorised under Private Capital Advisers. 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 Certified Financial Planner Education Program from Deakin University. Peter is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1999
Bachelor of Commerce
The University of Western Australia
2002
Graduate Diploma of Financial Planning
Financial Services Institute of Australia
2003
Certified Financial Planner Education Program
Deakin University
2007
Chartered Accountant Program
Institute of Chartered Accountants in Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional