Peter Jones
DipFP - Financial Adviser Authorised Representative - ARN: 247786
Fiducian Financial Services Osborne Park
Western Australia
- fpsupport@fiducianfs.com.au
- Phone
- 0411 601 602
- Address
-
Suite 7, 24 Parkland Road, Osborne Park WA 6017
About Peter Jones
Peter has more than 25 years experience as a Financial Adviser, operating his own Practice for much of that time. He also is a Director of an Incorporated Legal Practice that specialises in Estate Planning, Probate, Estate Administration and Special Disability Trusts.
He is focused on building strong relationships with clients and providing quality advice to suit his clients goals and objectives. Peter holds a DipFP from the Financial Planning Association and has a Bachelors Degree from the University of Western Australia.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Peter Jones
Peter has more than 25 years experience as a Financial Adviser, operating his own Practice for much of that time. He also is a Director of an Incorporated Legal Practice that specialises in Estate Planning, Probate, Estate Administration and Special Disability Trusts.
He is focused on building strong relationships with clients and providing quality advice to suit his clients goals and objectives. Peter holds a DipFP from the Financial Planning Association and has a Bachelors Degree from the University of Western Australia.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility