PETER JACOB
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Finsia
2010 - Provide Advice in Derivatives - - Quantum Financial Training
2011 - Self Managed Superannuation Funds - - Kaplan Professional
2015 - Diploma of Financial Planning - - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (Finsia)
Member of the Australian Institute of Company Directors (MAICD)
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.