Peter Jongebreur
Financial Adviser
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About
Peter Jongebreur is an ASIC-registered financial adviser based in Melbourne, VIC. With a career spanning over two decades, Peter brings a wealth of knowledge and experience to his clients, helping them navigate the complexities of the financial landscape and achieve their financial goals. Peter's qualifications include a Graduate Diploma of Applied Finance from KAPLAN (2015), as well as specialized training in areas such as retirement planning, margin lending, and ethics. He holds a Paraplanning Course certificate from Paraplanning Professionals (2001), and has completed Investment Planning 1 (2002) and Retirement Planning & Principles course (2002) with Integratec (UTS) as well as Margin Lending and Geared Investments with Kaplan (2011). In 2020, Peter completed Ethics and Professional Relationships with QUT, demonstrating his commitment to maintaining the highest ethical standards. As an authorized financial advisor, Peter can provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He focuses on providing tailored strategies to suit each client's unique circumstances and aspirations. Key services offered include: • Superannuation advice • Wealth management • Investment strategies • Retirement planning Ready to take control of your financial future? Contact Peter today to schedule a consultation and discuss your financial goals.
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Frequently Asked Questions
What types of financial advice does Peter Jongebreur provide?
Peter specializes in superannuation advice, wealth management, securities, and government debt securities. He can help you create a personalized financial plan tailored to your specific needs and goals.
What qualifications does Peter Jongebreur have?
Peter holds a Graduate Diploma of Applied Finance from KAPLAN (2015), as well as specialized training in areas such as retirement planning, margin lending, and ethics. He is committed to ongoing professional development to stay up-to-date with the latest industry trends and regulations.
What is the process for working with Peter?
The process typically begins with an initial consultation to discuss your financial situation, goals, and risk tolerance. Peter will then develop a personalized financial plan, implement the plan, and provide ongoing monitoring and support.
How can wealth management help me achieve my financial goals?
Wealth management involves creating a comprehensive financial plan that addresses all aspects of your financial life, including investments, retirement planning, insurance, and estate planning. Peter can help you develop a wealth management strategy that is tailored to your specific needs and goals.
What should I expect during my first meeting with Peter Jongebreur?
During your first meeting, Peter will take the time to understand your current financial situation, your short and long-term goals, and your comfort level with risk. This information will help him develop a customized financial plan that is right for you.
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