Financial Adviser
· OSBORNE PARK, WA
Peter Jones
No disciplinary history on record with ASIC
OSBORNE PARK,
WA
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247766
About Peter Jones
Peter Jones is a financial adviser based in Osborne Park, Western Australia, with 31 years of experience in the financial services industry since 1995. Peter is currently authorised under Fiducian Financial Services. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Diploma of Financial Planning from Financial Planning Association (FPA).
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
1999
Diploma of Financial Planning
Financial Planning Association (FPA)
2025
TASACLv3
Other - Kaplan Professional
2025
TFAv2
Other - Kaplan Professional
Registration History
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register