Jeffrey Petrie
Financial Adviser in Mandurah, Western Australia, Australia
Review Jeffrey Petrie
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001002446
- Location
- Mandurah WA 6210
- Licensee
- TFG Australia Pty Ltd (AFSL 337755)
- Authorised since
- 4 April 2016
- First provided advice
- 2007
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2012); Master of Financial Planning, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeffrey Petrie
Jeffrey Petrie is a financial adviser in Mandurah, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001002446.
The licensee Jeffrey advises under is TFG Australia Pty Ltd (AFS licence 337755). That authorisation dates from 4 April 2016.
According to the register, Jeffrey first provided financial advice in 2007. The qualifications listed for Jeffrey include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2012) and Master of Financial Planning (Kaplan Professional, 2020). Jeffrey is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Jeffrey Petrie here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jeffrey Petrie a registered financial adviser?
Yes. Jeffrey Petrie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002446.
Which licensee does Jeffrey Petrie work under?
TFG Australia Pty Ltd, Australian financial services licence 337755.
What can Jeffrey Petrie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.