Warren Jeffries Financial Planner Report

Name:
Warren Paul Jeffries

Rep Number:
000260902

Status:
Current

First Advice:
1984

Disciplinary action:
No action

Most Recent Role:
2004-03-01 onwards

Location:
Maitland, , NSW, 0

ABN:
34 186 595 066

Licensee
Name:

Number:
000246679

ABN:
36 002 459 001

Controlled By:

Appointed By
Name:
Madison Financial Group Pty Ltd

Licence Number:
000246679

ABN:
36 002 459 001

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
University of Newcastle
Bachelor of Commerce (�ccounting)
Institute of Chartered Accountants in Australia
Chartered Accountant

Memberships
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (FINSIA)
SMSF Association