PETER EDWARD FOLK
Financial Adviser · Melbourne, VIC
📚 Qualifications & 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
🏢 Professional Memberships
SMSF Association
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.