Financial Adviser · MELBOURNE, VIC

Peter Nicholas Jorgensen

9 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001257548

Peter Nicholas Jorgensen is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Peter is currently authorised under Endeavor Asset Management 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 Bachelor of Business from Chisholm Institute of Technology. Peter is a member of CPA Australia (CPA) and Financial Services Institute of Australasia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Government Debentures, Stocks or Bonds - Class of products only.

Authorised to provide tax financial advice services

Qualifications and Training

1985

Bachelor of Business

Chisholm Institute of Technology

1996

CPA Certified Practicing Accountant

Australian Society of CPA's

2017

Diploma of Financial Planning

Mentor Education

2025

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

2025

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Endeavor Asset Management Pty. Ltd.

Jul 2025 - Present Current

Government Debentures, Stocks or Bonds - Class of products only.

Australia Pacific Funds Management Pty Limited

Nov 2023 - Jul 2025 Ceased

Australia Pacific Funds Management Pty Limited

Nov 2017 - Nov 2023 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Aug 2017 - Nov 2017 Ceased

Source: ASIC Financial Advisers Register