JOLYON PETERS
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2018 - Bachelor of Commerce with Distinction - Bachelor Degree (AQF 7) - Deakin University
2018 - Bachelor of Laws (Honours) - Bachelor Degree (AQF 7) - Deakin University
2020 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan Professional
2020 - Tax and Commercial Law for Financial Planning FPC006 - Other - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.