Iain Jeffery – Financial Adviser

Adviser identifying number: 1005396
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: DIXON ADVISORY & SUPERANNUATION SERVICES LIMITED
Licence number: 231143
Licensee’s ABN: 54103071665
Licence controlled by: DIXON ADVISORY GROUP PTY LIMITED

The date the Financial Adviser commenced the appointment: 22/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DIXON ADVISORY & SUPERANNUATION SERVICES LIMITED
Authorised Representative identifying number: 231143
Authorised Representative’s ABN: 54103071665

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 Professional
• Bachelor of Science (Biotechnology) – University of NSW
• Certified Financial Planner – FPA
• Master of Financial Planning – University of the Sunshine Coast

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Iain Jeffery is authorised to provide advices on following products:

• Derivatives
• 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