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PEAK INVESTMENT HOLDINGS PTY LTD
AFSL 304008 · ABN 17118685993 · SYDNEY, NSW · Licensed since 2006
IndependentSingle State
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5
Advisers
20 yrs
Avg experience
1
States
0%
New advisers (2yr)
Authorised to advise on
Key authorisations
✓ MDA✓ Derivatives✓ Margin Lending✓ Foreign Exchange
Standard authorisations
✓ Securities✓ Superannuation✓ Managed Investments✓ IDPS✓ Deposit Products
Adviser model
Open to new advisers joining LicenseeNot yet provided
AFSL Authorisation OptionsNot yet provided
Minimum revenueNot yet provided
PI insuranceNot yet provided
Fee modelNot yet provided
Practice acquisitionNot yet provided
Services
✗Compliance support — not yet provided
✗Technical advice — not yet provided
✗Para-planning — not yet provided
✗Research committee — not yet provided
✗Cyber support — not yet provided
✗Marketing support — not yet provided
✗Practice development — not yet provided
Approved Platforms and Off-Platform Solutions
Off-Platform Solutions
Managed Portfolios
Platforms
Not yet provided
Technology
CRM / Planning software
Not yet provided
Adviser community
FAAA 40%SMSF Assoc. 40%CPA 20%CA ANZ 40%SIAA 20%
% of current advisers holding each professional membership
States: NSW
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