Jason William Gould Peterson – Financial Adviser
Adviser identifying number: 1003780
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: CPS CAPITAL GROUP PTY LTD
Licence number: 294848
Licensee’s ABN: 73088055636
Licence controlled by:
The date the Financial Adviser commenced the appointment: 30/03/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CPS CAPITAL GROUP PTY LTD
Authorised Representative identifying number: 294848
Authorised Representative’s ABN: 73088055636
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:
- Accredited Derivatives Adviser Level 2 – ASX
- Bachelor of Commerce – Curtin University
- Graduate Diploma of Applied FInance and Investment – FINSIA
- Margin Lending and Geared Investments – Kaplan
- RG 146 – Securities and Derivatives Industry Association
Relevant memberships of professional bodies or industry associations: FINSIA
Jason William Gould Peterson is authorised to provide advices on following products:
- Derivatives
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Securities
- Margin Lending Facility / Standard Margin Lending Facility