Financial Adviser
· REDCLIFFE, QLD
William Leslie Peters
No disciplinary history on record with ASIC
REDCLIFFE,
QLD
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259644
About William Leslie Peters
William Leslie Peters is a financial adviser based in Redcliffe, Queensland, with 25 years of experience in the financial services industry since 2001. William works at Morgans Financial, which is licensed through Morgans Financial Limited. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Masters of Business Administration from Queensland University of Technology. William is a member of Institute of Chartered Accountants.
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
1990
Bachelor of Business (Accountancy)
Queensland University of Technology
1994
Graduate Diploma of Advanced Accounting
Queensland University of Technology
2000
Masters of Business Administration
Queensland University of Technology
2007
Graduate Certificate of Financial Planning
FINSIA