Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Craig Stuart Peterson

SYDNEY, NSW
29 Years experience
Tax advice
authorised
ASIC Registered · ADV 000261449
Practice
GSB Financial Advice
Sydney, NSW (practice address on ASIC register)
Licensed through Professional Investment Services
View practice

About Craig Stuart Peterson

Craig Stuart Peterson is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry since 1997. Craig works at GSB Financial Advice, which is licensed through Professional Investment Services. Craig holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Craig's qualifications include a Certified Financial Planner Education Program from FPA Australia. Craig is a member of Certified Financial Planner (CFP) of the Financial Advisers Association of Australia (FAAA) and Senior Associate CIP of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1991
Insurance Certificate Course
Sydney Technical College (TAFE NSW)
1998
Bachelor of Business (Marketing)
University of Technology, Sydney
2002
Diploma of Financial Planning (8 Units)
FPA Australia
2008
Certified Financial Planner Education Program
FPA Australia
2010
Self Managed Superannuation Funds Program
Pinnacle Financial Services Academy
2012
ASX Accredited Listed Products Adviser Program
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course
Ethics - Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd
Dec 2009 - Present Current

Source: ASIC Financial Advisers Register