PETER EDWARD FOLK


Licensee: JBS FINANCIAL STRATEGISTS PTY LTD

PETER EDWARD FOLK (Adviser# 001264658) 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 June 4, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name PETER EDWARD FOLK
Adviser Number 001264658
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000486674
JBS FINANCIAL STRATEGISTS PTY LTD
Licence Controlled By JBS FINANCIAL STRATEGISTS PTY LTD
Adviser Start Date 2018-06-04
Appointing Representative Name JBS FINANCIAL STRATEGISTS PTY LTD
Appointing Representative Number 000486674
Memberships Association of Financial Advisers (AFA)
SMSF Association

Authorisations to provide financial product advice

  • PETER EDWARD FOLK
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
ASX Direct Equities Accreditation Kaplan Professional
Accredited Aged Care Professional Aged Care Steps
Bachelor of Business La Trobe University
SMSF Accreditation Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000486674 JBS FINANCIAL STRATEGISTS PTY LTD
Licence controlled by: JBS FINANCIAL STRATEGISTS PTY LTD
2018-06-04 - JBS FINANCIAL STRATEGISTS PTY LTD

Licensee Information

Licence Name JBS FINANCIAL STRATEGISTS PTY LTD
Licence Number 000486674

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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.