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