Jeffrey Shaw Financial Planner Report

Name:
Jeffrey David Shaw

Rep Number:
000268160

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2016-12-12 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities

Qualifications
Tribeca
Accredited Derivatives Adviser Level 1 & 2
Securities Institute of Australia
Diploma of Financial Markets
Stockbrokers Association of Australia / DeakinPrime
Professional Diploma in Stockbroking
SDIA / Deakin University
SDIA Accreditation Program
RMIT University
Superannuation Module