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.
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 |
|
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 |
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 |
Licence Name | JBS FINANCIAL STRATEGISTS PTY LTD |
Licence Number | 000486674 |
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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.