Jason Petersen
Financial Adviser in Rhodes, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000097
- Location
- Rhodes NSW 2138
- Licensee
- 5 Wealth Management Pty Ltd (AFSL 314889)
- Authorised since
- 1 January 2010
- First provided advice
- 2005
- Qualifications
- BA Hons Management & Information Systems, UNSW (1998); Grad Dipl Financial Planning, Securities Institute Australia (2005); Self Managed Super Funds, Kaplan (2006); Certified Financial Planner, Financial Planning Association (2009); Estate Planning, UTS (2010)
- Memberships
- Finance Brokers Association of Australia (FBAA); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Petersen
Jason Petersen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rhodes, New South Wales (adviser number 001000097).
The licensee Jason advises under is 5 Wealth Management Pty Ltd (AFS licence 314889). That authorisation dates from 1 January 2010.
According to the register, Jason first provided financial advice in 2005. The qualifications listed for Jason include BA Hons Management & Information Systems (UNSW, 1998), Grad Dipl Financial Planning (Securities Institute Australia, 2005) and Self Managed Super Funds (Kaplan, 2006). Professional memberships recorded: Finance Brokers Association of Australia (FBAA), Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jason Petersen a registered financial adviser?
Yes. Jason Petersen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000097.
Which licensee does Jason Petersen work under?
5 Wealth Management Pty Ltd, Australian financial services licence 314889.
What can Jason Petersen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.