Jeffrey Mitchell Financial Planner Report

Name:
Jeffrey William Mitchell

Rep Number:
001240118

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2016-03-11 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
Investment Management Consultants Association
Certified Investment Management Analyst
Deakin University (FPA)
Diploma of Financial Planning
Australian Technical Analysts Association
Diploma of Technical Analysis
Securities Institute
Graduate Diploma in Applied Finance and Investment

Memberships
Investment Management Consultants Association