Jeffrey Parkin Financial Planner Report

Name:
Jeffrey Thomas Parkin

Rep Number:
000222887

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Certificate IV in Finance & Mortgage Broking
Securities Institute of Australia
Graduate Diploma (Financial Planning)
Kaplan
Margin Lending & Geared Investments
Kaplan
Self Managed Superannuation Funds