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Peter Folk Email & Phone Number

Partner and Senior Financial Adviser at JBS Financial Strategists
Location: Melbourne, Victoria, Australia 7 work roles 2 schools
1 work email found @jbsfinancial.com.au LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@jbsfinancial.com.au
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Current company
JBS Financial Strategists
Role
Partner and Senior Financial Adviser
Location
Melbourne, Victoria, Australia
Company size
13 employees

Who is Peter Folk? Overview

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Quick answer

Peter Folk is listed as Partner and Senior Financial Adviser at JBS Financial Strategists, a company with 13 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at jbsfinancial.com.au and a matched LinkedIn profile for Peter Folk.

Peter Folk previously worked as Partner & Senior Financial Adviser at Jbs Financial Strategists and Financial Adviser at Jbs Financial Strategists. Peter Folk holds Bachelor, Business; Financial Planning from 2009-2011 Latrobe University.

Company email context

Email format at JBS Financial Strategists

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{first_initial}{last}@jbsfinancial.com.au
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AeroLeads found 1 current-domain work email signal for Peter Folk. Compare company email patterns before reaching out.

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Profile bio

About Peter Folk

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 a 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 Partner 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 change, 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.

Listed skills include Investments, Financial Planning, Retirement, Strategic Financial Planning, and 18 others.

Current workplace

Peter Folk's current company

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JBS Financial Strategists
Jbs Financial Strategists
Partner and Senior Financial Adviser
Melbourne, VIC, AU
Website
jbsfinancial.com.au
Employees
13
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7 roles

Peter Folk work experience

A career timeline built from the work history available for this profile.

Financial Adviser

Current
Jbs Financial Strategists

South Melbourne

I deal with a lot of retirees and pre-retirees and putting in place strategies to help them transition into retirement and live the life they want once they take the big step into retirement. I also work with some younger clients where the main focus is around insurance and protecting their families, and creating stepping stones for them to work towards.

Mar 2019 - Present

Paraplanner - Smsf Division

Current
Jbs Financial Strategists

South Melbourne, Australia

In this role I get to do what I love and work closely with the Financial Adviser to further my knowledge with all things Financial Planning. So what is it that I love? Well in case you missed it in my summary, I love solving puzzles.In this role I help the Financial Adviser find the pieces we need to solve our clients financial puzzle, and best thing of.

Dec 2013 - Present

Client Services - Smsf Division

Jbs Financial Strategists

South Melbourne, Australia

In my year and a half of working in the Client Services division of the SMSF side of JBS Financial Strategists, I learned a lot about the day to day running of a Self-Managed Super Fund and what it took to set one up.But the most important thing about this role, wasn't all the applications I had to fill in, or the folders I had to prepare for the client.

Jun 2012 - Dec 2013

Chef/Kitchen Hand

Sushi Wushi

Leadership role, which includes training new staff membersFirst point of call for Junior Staff members, when an issue arisesCustomer service skills, through face to face and over the phone conversationsWork in a vibrant team environmentIn charge of closing the restaurant, which includes balancing the cash register, and ensuring all staff members complete.

Aug 2007 - Jan 2012

Office/Store Hand

2008 Folk'S Graphics

Was able to gain experience in working in a factoryAble to meet deadlines through effective delivery of parcels, which included making sure orders were ready for pick upAble to increase computer literacy skills, through using various types of software such as MYOB

Apr 2008 - Jun 2008
Team & coworkers

Colleagues at JBS Financial Strategists

Other employees you can reach at jbsfinancial.com.au. View company contacts for 13 employees →

JK Johane Kraouch Johane Kraouch Colleague at Jbs Financial StrategistsPostal, Trentino-Alto Adige, Italy, Italy View → GC Geraldine Cañete Geraldine Cañete Colleague at Jbs Financial StrategistsPhilippines, Philippines View → AL Andy Lay Andy Lay Colleague at Jbs Financial StrategistsGreater Melbourne Area, Australia View → SE Sharyn Evans Sharyn Evans Colleague at Jbs Financial StrategistsMildura, Victoria, Australia, Australia View → LM Lorie Mcdonald Lorie Mcdonald Colleague at Jbs Financial StrategistsGreater Melbourne Area, Australia View → TC Tanaka Chivazve Tanaka Chivazve Colleague at Jbs Financial StrategistsCremorne, Victoria, Australia, Australia View → WH Warren Hanna Warren Hanna Colleague at Jbs Financial StrategistsSouth Melbourne, Victoria, Australia, Australia View → DS Daniel Santopietro Daniel Santopietro Colleague at Jbs Financial StrategistsMelbourne, Victoria, Australia, Australia View → PL Paolo Lini Paolo Lini Colleague at Jbs Financial StrategistsNocera Inferiore, Campania, Italy, Italy View →
2 education records

Peter Folk education

Bachelor, Business; Financial Planning

2009-2011 Latrobe University

Subjects towards my major include; Introductory Financial Planning, Case Studies in Financial Planning, Retirement and Estate Planning.

Education record

Ivanhoe Grammar School

Achieved an ENTER Score of 77.4 Certificate of RSA completed in Yr 11 and awaiting refresher course if needed Certificate II in.

FAQ

Frequently asked questions about Peter Folk

Quick answers generated from the profile data available on this page.

What company does Peter Folk work for?

Peter Folk works for JBS Financial Strategists.

What is Peter Folk's role at JBS Financial Strategists?

Peter Folk is listed as Partner and Senior Financial Adviser at JBS Financial Strategists.

What is Peter Folk's email address?

AeroLeads has found 1 work email signal at @jbsfinancial.com.au for Peter Folk at JBS Financial Strategists.

Where is Peter Folk based?

Peter Folk is based in Melbourne, Victoria, Australia while working with JBS Financial Strategists.

What companies has Peter Folk worked for?

Peter Folk has worked for Jbs Financial Strategists, Sushi Wushi, and 2008 Folk'S Graphics.

Who are Peter Folk's colleagues at JBS Financial Strategists?

Peter Folk's colleagues at JBS Financial Strategists include Johane Kraouch, Geraldine Cañete, Andy Lay, Sharyn Evans, and Lorie Mcdonald.

How can I contact Peter Folk?

You can use AeroLeads to view verified contact signals for Peter Folk at JBS Financial Strategists, including work email, phone, and LinkedIn data when available.

What schools did Peter Folk attend?

Peter Folk holds Bachelor, Business; Financial Planning from 2009-2011 Latrobe University.

What skills is Peter Folk known for?

Peter Folk is listed with skills including Investments, Financial Planning, Retirement, Strategic Financial Planning, Financial Advisory, Portfolio Management, Retirement Planning, and Client Rapport.

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