PETER JACOB

Financial Adviser · Melbourne, VIC

Registered

PETER JACOB is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2011, based in Melbourne, Victoria. They are authorised to provide advice under OREANA FINANCIAL SERVICES PTY LTD (AFSL licence #000482234). Registered qualifications on file include 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. Professional memberships listed: Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (Finsia), Member of the Australian Institute of Company Directors (MAICD).

Registration Number

000412462

Registration Status

Registered

Location

Melbourne, VIC 3002

Providing Advice Since

2011

Registration Date

02/09/2019

Financial Services Licensee

OREANA FINANCIAL SERVICES PTY LTD

Licence #000482234

📚 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)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.