Financial Adviser
· BRISBANE CITY, QLD
David Raymond Peck
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000441609
Licensee
Brisbane, QLD (licence address on ASIC register)
About David Raymond Peck
David Raymond Peck is a financial adviser based in Brisbane City, Queensland, with 33 years of experience in the financial services industry since 1993. David is currently authorised under Stonehouse Financial Partners. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner from FPA.
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
Diploma of Financial Planning
Deakin University
2000
Certified Financial Planner
FPA
2013
Accredited Listed Product Adviser Program
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education