Financial Adviser · CLEVELAND, QLD

Peter Jason Byrne

CLEVELAND, QLD

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000238944

Practice

Navita Wealth

Cleveland, QLD (practice address on ASIC register)

Licensed through Millennium 3 Financial Services

View practice

About Peter Jason Byrne

Peter Jason Byrne is a financial adviser based in Cleveland, Queensland, with 26 years of experience in the financial services industry since 2000. Peter works at Navita Wealth, which is licensed through Millennium 3 Financial Services. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Peter is a member of Financial Advice Association of Australia (FAAA) and Million Dollar Round Table.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Superannuation - All Authorisation above does not include SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Millennium 3 Financial Services Pty Ltd

Jun 2026 - Present Current

Superannuation - All Authorisation above does not include SMSF advice

Millennium 3 Financial Services Pty Ltd

Aug 2005 - Present Current

Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register