Jeffrey Milton Financial Planner Report

Name:
Jeffrey Milton

Rep Number:
000232006

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Location:
Adelaide, , SA, 0

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

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

Qualifications
Chartered Accountants Australia New Zealand
Associate of Institute of Chartered Accountants
University of Adelaide
Bachelor of Economics

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association (FPA) - Certified Financial Planner
SMSF Association