Financial Adviser
· WEST PERTH, WA
Jordan Patrick Perret
No disciplinary history on record with ASIC
WEST PERTH,
WA
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295240
About Jordan Patrick Perret
Jordan Patrick Perret is a financial adviser based in West Perth, Western Australia, with 3 years of experience in the financial services industry since 2023. Jordan is currently authorised under Mbs Advice Licence. Jordan holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Jordan's qualifications include a Bachelor of Commerce (Financial Planning) from Curtin University. Jordan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce (Financial Planning)
Curtin University
2022
TASACL
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Superannuation excludes Self Managed Superannuation Fund
Source: ASIC Financial Advisers Register