Jeff Wain Financial Planner Report

Name:
Jeff Sinclair Wain

Rep Number:
000241228

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2012-05-01 onwards

Licensee
Name:

Number:
000405814

Controlled By:

Appointed By
Name:
Australian Private Wealth Pty Ltd

Licence Number:
000405814

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

Qualifications
Monash University
Bachelor of Economics
FPA
CFP
CPA/SIA
Graduate Diploma Advanced Financial Planning
Monash University
Graduate Diploma Taxation
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Finsia
SMSF Association
Taxation Institute of Australia