Peter Jacob – Financial Adviser

Adviser identifying number: 412462
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: AON HEWITT FINANCIAL ADVICE LIMITED
Licence number: 239183
Licensee’s ABN: 13091225642
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/10/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative identifying number: 239183
Authorised Representative’s ABN: 13091225642

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:

  • Diploma of Financial Planning – Kaplan Professional
  • Provide Advice in Derivatives – Quantum Financial Training
  • Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Financial Services Institute of Australasia (Finsia)
  • Member of the Australian Institute of Company Directors (MAICD)

Peter Jacob is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • 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