Peter Edward Folk
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001264658
- Location
- Melbourne VIC 3000
- Licensee
- JBS Financial Strategists Pty Ltd (AFSL 486674)
- Authorised since
- 4 June 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Business, La Trobe University (2011); SMSF Accreditation, Kaplan Professional (2013); ASX Direct Equities Accreditation, Kaplan Professional (2016); Accredited Aged Care Professional, Aged Care Steps (2017); Ethics and Professionalism in Financiancial Advice, Kaplan (2020); Certificate IV in Finance & Mortgage Broking, Kaplan (2021)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Edward Folk
Peter Edward Folk is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001264658).
The licensee Peter advises under is JBS Financial Strategists Pty Ltd (AFS licence 486674). That authorisation dates from 4 June 2018.
According to the register, Peter first provided financial advice in 2018. The qualifications listed for Peter include Bachelor of Business (La Trobe University, 2011), SMSF Accreditation (Kaplan Professional, 2013) and ASX Direct Equities Accreditation (Kaplan Professional, 2016). Peter is recorded as a member of SMSF Association.
Peter is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Peter Edward Folk a registered financial adviser?
Yes. Peter Edward Folk is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001264658.
Which licensee does Peter Edward Folk work under?
JBS Financial Strategists Pty Ltd, Australian financial services licence 486674.
What can Peter Edward Folk give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.