Financial Adviser · HAMILTON, QLD

Peter Mulligan

HAMILTON, QLD

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000250067

Licensee

Matrix Planning Solutions Limited

Bundall, QLD (licence address on ASIC register)

View licensee

About Peter Mulligan

Peter Mulligan is a financial adviser based in Hamilton, Queensland, with 26 years of experience in the financial services industry since 2000. Peter works at Matrix Planning Solutions, which is licensed through Matrix Planning Solutions Limited. 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 Bachelor of Financial Administration from University of New England. Peter is a member of Corporate Super Specialist Alliance (CSSA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Margin Lending

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Financial Administration

University of New England

2002

Diploma of Financial Plannign

Securities Institute

2010

Margin Lending and Geared Investments

Kaplan

Registration History

Matrix Planning Solutions Limited

Feb 2018 - Present Current

Excludes SMSF

Madison Financial Group Pty Ltd

Aug 2011 - Feb 2018 Ceased

WHITE ROBINSON & COMPANY PTY LTD

Jan 2004 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register