Peter Folk

JBS Financial Strategists

6 Yrs Experience
Melbourne, VIC 3000

I love being a Financial Adviser and the challenges and opportunities it presents, I’m happiest when I’m helping our clients achieve their goals. Providing them with peace of mind that will set them at ease, knowing that they are in a comfortable position working towards their future.

As a JBS team member, I’ve worked my way through a support team role, now realising a dream and working as one of the Financial Advisers and Partners in the Business. It is incredibly rewarding being part of a fun, vibrant, professional, and hardworking group; working as one to provide the best service we can to our clients.

“My advice to my younger self would be, think before you spend, set a goal and work towards it.”

Over the years, my goals and dreams have changed; like most people, as we move through our different life stages, we need different types of support and advice. When you have access to great financial advice, then you can focus on working towards achieving your goals.

On weekends, you will find me spending time with my family and catching up with close friends.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

JBS Financial Strategists

Level 40, 140 William St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

JBS Financial Strategists

AFSL 486674