Toby Peter Jefferis – Financial Adviser

Adviser identifying number: 1002503
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: D J CARMICHAEL PTY LIMITED
Licence number: 232571
Licensee’s ABN: 26003058857
Licence controlled by:

The date the Financial Adviser commenced the appointment: 10/12/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: D J CARMICHAEL PTY LIMITED
Authorised Representative identifying number: 232571
Authorised Representative’s ABN: 26003058857

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:

• Accredited Deriviatives Adviser Level 1 – Kaplan
• Diploma of Financial Markets – Securities Institute of Australia
• Specialist Knowledge: Managed Investments – FINSIA
• Specialist Knowledge: Superannuation – FINSIA

Relevant memberships of professional bodies or industry associations:

Toby Peter Jefferis is authorised to provide advices on following products:

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