Financial Adviser
· MANDURAH, WA
Jeffrey Petrie
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002446
Jeffrey Petrie is a financial adviser based in Mandurah, Western Australia, with 19 years of experience in the financial services industry. Jeffrey is currently authorised under Tfg Australia Pty Ltd. Jeffrey 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 Master of Financial Planning from Kaplan Professional. Jeffrey is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2020
Master of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register