Donald Jeffers Financial Planner Report

Name:
Donald Maxwell Jeffers

Rep Number:
000253025

Status:
Current

First Advice:
1980

Disciplinary action:
No action

Most Recent Role:
2007-06-09 onwards

Licensee
Name:

Number:
000312047

Controlled By:

Appointed By
Name:
Professional Wealth Services Pty Ltd

Licence Number:
000312047

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner (Special Entry 'A')
Australian Society of Investment & Financial Advisors Ltd
Certified Investment & Financial Adviser (Distinction)
RMIT
Diploma of Financial Planning
The Strategist Group
Self Managed Superannuation Fund Adviser Course
Financial Planning Association
Senior Associate

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association