Financial Adviser
· GREENSBOROUGH, VIC
Jordan Patrick Perret
No disciplinary history on record with ASIC
GREENSBOROUGH,
VIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295240
Jordan Patrick Perret is a financial adviser based in Greensborough, Victoria, with 3 years of experience in the financial services industry since 2023. Jordan is currently authorised under Skye Money, operating through Thompson Financial Services. Jordan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jordan's qualifications include a Bachelor of Commerce (Financial Planning) from Curtin University. Jordan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce (Financial Planning)
Curtin University
2022
TASACL
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Superannuation excludes Self Managed Superannuation Fund
Source: ASIC Financial Advisers Register