Michael Jeffery – Financial Adviser

Adviser identifying number: 1003125
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: PHILLIP CAPITAL LIMITED
Licence number: 246827
Licensee’s ABN: 14002918247
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2010
The date the Financial Adviser ceased the appointment: 05/03/2014
Name of the Authorised Representative:
Authorised Representative identifying number:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

• ADA Level 1 & 2 – Kaplan
• Bachelor of Commerce (Finance) – Macquarie University
• Diploma of Financial Services (Financial Planning) – Kaplan
• Margin Lending Accreditation – Kaplan
• Securities and Managed Investments – Securities & Derivatives Industry Association

Relevant memberships of professional bodies or industry associations:

Michael Jeffery is authorised to provide advices on following products: