Peter Jacob
OREANA FINANCIAL SERVICES PTY LTD · Melbourne VIC 3002 · Advising since 2011
- Register · ASICRegisteredAs at 10 Sep 2026
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000412462
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- OREANA FINANCIAL SERVICES PTY LTD · AFSL 482234Since 2 September 2019
- Principal business address
- Melbourne VIC 3002
- First year providing advice
- 2011
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (Finsia); Member of the Australian Institute of Company Directors (MAICD)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Foreign exchange contracts
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTSep 2019 – presentOREANA FINANCIAL SERVICES PTY LTD · AFSL 482234
- CEASEDOct 2011 – Sep 2019AON HEWITT FINANCIAL ADVICE LIMITED · AFSL 239183
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Limited · 2020 · Bridging Course - Ethics
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2017 · Advanced Diploma (AQF 6)
Diploma of Financial Planning
Kaplan Professional · 2015
Self Managed Superannuation Funds
Kaplan Professional · 2011
Provide Advice in Derivatives
Quantum Financial Training · 2010
Graduate Diploma of Applied Finance and Investment
Finsia · 1996 · Graduate Diploma (AQF 8)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Peter Jacob claims the profile.
Reviews
Not yet reviewed
No client has reviewed Peter Jacob on Souffle yet.
Contacting Peter Jacob
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
OREANA FINANCIAL SERVICES PTY LTD · AFSL 482234
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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