Jonathon Charles Piefke
Financial Adviser in Sale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000271766
- Location
- Sale VIC 3850
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 30 March 2021
- First provided advice
- 2000
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2004); Diploma of Financial Services (Financial Planning), Tribeca (2004); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2011); Advanced Self Managed Superannuation Funds Program, Kaplan Professional Education (2013)
- 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 Jonathon Charles Piefke
On the Financial Advisers Register kept by ASIC, Jonathon Charles Piefke appears as a current financial adviser in Sale, Victoria, adviser number 000271766.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 30 March 2021.
The register records 2000 as the year Jonathon first provided financial advice. The qualifications listed for Jonathon include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2004), Diploma of Financial Services (Financial Planning) (Tribeca, 2004) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Jonathon 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.
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Questions people ask
Is Jonathon Charles Piefke a registered financial adviser?
Yes. Jonathon Charles Piefke is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000271766.
Which licensee does Jonathon Charles Piefke work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Jonathon Charles Piefke 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.