PETER JONES
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1989 - Bachelor of Commerce (Marketing and Business Management) - - Lincoln University
1990 - Post Graduate Diploma - Rural Valuation and Farm Management - - Lincoln Univerity
2008 - Advanced Diploma in Financial Planning - - Kaplan
2009 - Accredited Derivatives Adviser (Level I) - - Kaplan
2010 - Accredited Derivatives Adviser (Level II) - - Kaplan
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.