Jeff Shakespeare Financial Planner Report

Name:
Jeff Shakespeare

Rep Number:
000252897

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2004-01-19 onwards

Location:
Charlestown, , NSW, 0

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

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
Financial Education Professionals
FNB60402 - Advanced DIploma of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
MDRT - The Premier Association of Financial Professionals
The Institute of Chartered Accountants in Australia