Meet Peter

Peter Folk

Partner & Financial Adviser
B.Bus.FinPlan
Tel 03 8677 0688
Email strategies@jbsfinancial.com.au

My focus is to help you map out a path to financial freedom.

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.