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