Financial Adviser
· RHODES, NSW
Jason Petersen
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000097
Jason Petersen is a financial adviser based in Rhodes, New South Wales, with 21 years of experience in the financial services industry. Jason is currently authorised under 5 Wealth Management Pty Ltd. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Jason is a member of Finance Brokers Association of Australia (FBAA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
BA Hons Management & Information Systems
UNSW
2005
Grad Dipl Financial Planning
Securities Institute Australia
2006
Self Managed Super Funds
Kaplan
2009
Certified Financial Planner
Financial Planning Association
2010
Estate Planning
UTS