Garth Jeffery – Financial Adviser
Adviser identifying number: 1005417
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: COMMONWEALTH PRIVATE LIMITED
Licence number: 314018
Licensee’s ABN: 30125238039
Licence controlled by:
The date the Financial Adviser commenced the appointment: 11/12/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMMONWEALTH PRIVATE LIMITED
Authorised Representative identifying number: 314018
Authorised Representative’s ABN: 30125238039
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:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan
- Bachelor of Commerce (Accounting, Economics and Finance) – The University of Notre Dame
- Diploma Financial Planning – Kaplan
- Margin Lending – Kaplan
Relevant memberships of professional bodies or industry associations:
Garth Jeffery 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility