Jeff Sinclair Wain – Financial Adviser
Adviser identifying number: 241228
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: AUSTRALIAN PRIVATE WEALTH PTY LTD
Licence number: 405814
Licensee’s ABN:
Licence controlled by: APW PARTNERS PTY LTD
The date the Financial Adviser commenced the appointment: 01/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 405814
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:
- Bachelor of Economics – Monash University
- CFP – FPA
- Graduate Diploma Advanced Financial Planning – CPA/SIA
- Graduate Diploma Taxation – Monash University
- SMSF Specialist Advisor (SSA) Accreditation – SMSF Association
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
- Finsia
- SMSF Association
- Taxation Institute of Australia
Jeff Sinclair Wain is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility