Jeff Sitters – Financial Adviser
Adviser identifying number: 1001646
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: EQUITY TRUSTEES LIMITED
Licence number: 240975
Licensee’s ABN: 46004031298
Licence controlled by: EQT Holdings Limited
The date the Financial Adviser commenced the appointment: 03/03/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUITY TRUSTEES LIMITED
Authorised Representative identifying number: 240975
Authorised Representative’s ABN: 46004031298
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:
- Accredited Listed Product Adviser Program – Kaplan
- Accredited Listed Product Adviser Program – Kaplan
- Accredited Listed Product Adviser Program – Kaplan
- Diploma of Financial Planning – Kaplan
- Diploma of Financial Planning – Kaplan
- Diploma of Financial Planning – Kaplan
- TASA & TPB code of Profeesional Conduct – Kaplan
- TASA & TPB code of Profeesional Conduct – Kaplan
- TASA & TPB code of Profeesional Conduct – Kaplan
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
Jeff Sitters 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