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:

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