Peter Folk

Financial Adviser

ASIC adviser number:

001264658

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
2021, Certificate IV in Finance & Mortgage Broking, Certificate (AQF 1-4), Kaplan Professional

When adviser first provided advice:

2018

Membership of professional associations:

SMSF Association

Disciplinary action by ASIC:

None

Location:

40 140 William St
Melbourne VIC 3000

AFS licence holder name:

Jbs Financial Strategists Pty Ltd

AFS licence number:

000486674

Licence controlled by:

Jbs Financial Strategists Pty Ltd

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».