PETER ANTHONY JORDAN


Licensee: KEYSTONE PARTNERSHIP PTY LTD

PETER ANTHONY JORDAN (Adviser# 000244948) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 21, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name PETER ANTHONY JORDAN
Adviser Number 000244948
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1996
Financial Service (AFS) Licence Licence# 000466137
KEYSTONE PARTNERSHIP PTY LTD
Licence ABN 22169650720
Licence Controlled By KEYSTONE PARTNERSHIP HOLDINGS PTY LTD
Adviser Start Date 2015-02-21
Appointing Representative Name KEYSTONE PARTNERSHIP PTY LTD
Appointing Representative Number 000466137
Appointing Representative ABN 22169650720
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PETER ANTHONY JORDAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
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  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
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  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning RMIT / FPA
Master of Personal Financial Planning USQ

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000466137 KEYSTONE PARTNERSHIP PTY LTD
Licence controlled by: KEYSTONE PARTNERSHIP HOLDINGS PTY LTD
2015-02-21 - KEYSTONE PARTNERSHIP PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2003-12-08 - 2015-02-20 PETER ANTHONY JORDAN

Licensee Information

Licence Name KEYSTONE PARTNERSHIP PTY LTD
Licence Number 000466137
Licence ABN 22169650720

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ZAKARI ANTON GLATTHOR Keystone Partnership Pty Ltd Current 2018-06-11
JAEMARIE STRAATMAN Keystone Partnership Pty Ltd Current 2017-09-15
BRIONY COMISKEY Keystone Partnership Pty Ltd Current 2016-07-01
FRANCIS JOHN HOULIHAN Keystone Partnership Pty Ltd Current 2016-07-01
JACITA ELLEN PRITCHARD Keystone Partnership Pty Ltd Ceased 2016-07-01
MICHELLE WENDY HOOPER Keystone Partnership Pty Ltd Ceased 2016-07-01
SCOTT ALEXANDER SLACK Keystone Partnership Pty Ltd Ceased 2016-07-01
CHARMAINE KIENZLER Keystone Partnership Pty Ltd Ceased 2016-07-01
GRAHAME ROBERT HARLING Keystone Partnership Pty Ltd Current 2015-02-19
GEOFFREY WAYNE FALL Keystone Partnership Pty Ltd Ceased 2015-02-19

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.