Jeff Potter Financial Planner Report

Name:
Jeff Potter

Rep Number:
001005240

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2007-11-14 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

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
Flinders University of South Australia
Bachelor of Commerce
Financial Planning Association of Australia
Diploma of Financial Planning
Securities Institute
Graduate Diploma in Applied Finance and Investment

Memberships
SMSF Association