Jeff Sinclair Wain – Financial Adviser

Adviser identifying number: 241228
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: AUSTRALIAN PRIVATE WEALTH PTY LTD
Licence number: 405814
Licensee’s ABN:
Licence controlled by: APW PARTNERS PTY LTD

The date the Financial Adviser commenced the appointment: 01/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 405814
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Economics – Monash University
• CFP – FPA
• Graduate Diploma Advanced Financial Planning – CPA/SIA
• Graduate Diploma Taxation – Monash University
• SMSF Specialist Advisor (SSA) Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• Finsia
• SMSF Association
• Taxation Institute of Australia

Jeff Sinclair Wain is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility