Financial Adviser
· MELBOURNE, VIC
Peter Jacob
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412462
Peter Jacob is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry. Peter is currently authorised under Oreana Financial Services Pty Ltd. 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 Graduate Diploma of Applied Finance and Investment from Finsia. Peter is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (Finsia) and Member of the Australian Institute of Company Directors (MAICD).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Graduate Diploma of Applied Finance and Investment
Finsia
2010
Provide Advice in Derivatives
Quantum Financial Training
2011
Self Managed Superannuation Funds
Kaplan Professional
2015
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited