Data sourced from ASIC Financial Advisers Register
Financial Adviser · MORNINGTON, VIC

Jolyon Peters

3 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001297634

Jolyon Peters is a financial adviser based in Mornington, Victoria, with 3 years of experience in the financial services industry. Jolyon is currently authorised under Capstone Financial Planning Pty Ltd. Jolyon 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 with Distinction from Deakin University.

Authorised to Advise On

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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Commerce with Distinction
Deakin University
2018
Bachelor of Laws (Honours)
Deakin University
2020
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2020
Tax and Commercial Law for Financial Planning FPC006
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Jul 2022 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Source: ASIC Financial Advisers Register