Donald Maxwell Jeffers – Financial Adviser
Adviser identifying number: 253025
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1980
Name of the licence holder: PROFESSIONAL WEALTH SERVICES PTY LTD
Licence number: 312047
Licensee’s ABN:
Licence controlled by: Donald Maxwell Jeffers
The date the Financial Adviser commenced the appointment: 09/06/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL WEALTH SERVICES PTY LTD
Authorised Representative identifying number: 312047
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:
- Certified Financial Planner (Special Entry ‘A’) – Financial Planning Association
- Certified Investment & Financial Adviser (Distinction) – Australian Society of Investment & Financial Advisors Ltd
- Diploma of Financial Planning – RMIT
- Self Managed Superannuation Fund Adviser Course – The Strategist Group
- Senior Associate – Financial Planning Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Donald Maxwell Jeffers is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation