Financial Adviser
· MELBOURNE, VIC
Peter Edward Folk
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264658
About Peter Edward Folk
Peter Edward Folk is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Peter is currently authorised under Jbs Financial Strategists. 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 Bachelor of Business from La Trobe University. Peter is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Business
La Trobe University
2013
SMSF Accreditation
Kaplan Professional
2016
ASX Direct Equities Accreditation
Kaplan Professional
2017
Accredited Aged Care Professional
Aged Care Steps
2020
Ethics and Professionalism in Financiancial Advice
Ethics - Kaplan
2021
Certificate IV in Finance & Mortgage Broking
Kaplan