Peter Folk

Financial Adviser

ASIC adviser number:
001264658
Qualifications and training:

2011, Bachelor of Business, Bachelor Degree (AQF 7), La Trobe University
2013, SMSF Accreditation, Professional Designations, Kaplan Professional
2016, ASX Direct Equities Accreditation, Other, Kaplan Professional
2017, Accredited Aged Care Professional, Professional Designations, Aged Care Steps
2020, Ethics and Professionalism in Financiancial Advice, Bridging Course, Ethics, Kaplan
2021, Certificate IV in Finance & Mortgage Broking, Certificate (AQF 1-4), Kaplan

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 ».