Peter Beverley ASIC: 283859

is an authorised representative of Financial Wisdom Limited (Financial Wisdom) and provides personal financial advice on their behalf. Financial Wisdom is the holder of an Australian Financial Services (AFS) Licence (No. 231138).

Peter Beverley is authorised to provide personal financial advice on the following:

• Investment and Retirement Planning
  
  
• Personal and Employer Superannuation and Rollover
  
  
• Personal Life Insurance
  
  
• Self-Managed Super Fund - investment & risk management strategies
  
  
• Information on Centrelink benefits
  
  
• Portfolio review services

Product Types:

• Securities - (eg shares & debentures)
  
  
• Managed Funds - (eg unit trusts)
  
  
• Deposit Products - (eg term deposits, savings accounts) o Government Debentures - (eg stocks & bonds)
  
  
• Life Insurance - (eg income protection, trauma and life cover)
  
  
• Superannuation - (eg rollovers, allocated pensions & annuities)
  
  
• Retirement Savings Accounts

Please call me if you want advice or to execute a transaction on any of the above and you'll be provided with a copy of the Financial Service Guide as a first step.

Financial Wisdom is a Principal Member of the Financial Planning Association (FPA), the professional association for qualified financial planners in Australia, and is committed to the FPA's Code of Ethics and Rules of Professional Conduct.

Financial Wisdom is a wholly owned, but non-guaranteed subsidiary of the Commonwealth Bank of Australia, one of Australia's premier financial services organisations.

Homepage | Apply for a Loan | Today's Rates | Our Loans | Careers | Brokers
Financial Advice | Calculator | Market Overview | Search for a Property | Contact Us