Jason Petersen – Financial Adviser

Adviser identifying number: 1000097
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: 5 WEALTH MANAGEMENT PTY LTD
Licence number: 314889
Licensee’s ABN: 50003640097
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/01/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: 5 WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 314889
Authorised Representative’s ABN: 50003640097

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• BA Hons Management & Information Systems – UNSW
• Certified Financial Planner – Financial Planning Association
• Estate Planning – UTS
• Grad Dipl Financial Planning – Securities Institute Australia
• Self Managed Super Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Finance Brokers Association of Australia (FBAA)
• Financial Planning Association of Australia (FPA)
• SMSF Association

Jason Petersen is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility