Financial Adviser
· SYDNEY, NSW
Peter Jones
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005418
Peter Jones is a financial adviser based in Sydney, New South Wales, with 30 years of experience in the financial services industry. Peter is currently authorised under Canaccord Genuity Financial Limited. Peter 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 Bachelor of Commerce (Marketing and Business Management) from Lincoln University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1989
Bachelor of Commerce (Marketing and Business Management)
Lincoln University
1990
Post Graduate Diploma
- Lincoln Univerity
2008
Advanced Diploma in Financial Planning
Kaplan
2009
Accredited Derivatives Adviser (Level I)
Kaplan
2010
Accredited Derivatives Adviser (Level II)
Kaplan