PETER NICHOLAS JORGENSEN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1985 - Bachelor of Business - Bachelor Degree (AQF 7) - Chisholm Institute of Technology
1996 - CPA Certified Practicing Accountant - - Australian Society of CPA's
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Financial Services Institute of Australasia
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.