Jeffrey Douglas Chin – Financial Adviser
Adviser identifying number: 299545
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: SMITH COFFEY SECURITIES PTY LTD
Licence number: 237971
Licensee’s ABN: 19008812208
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMITH COFFEY SECURITIES PTY LTD
Authorised Representative identifying number: 237971
Authorised Representative’s ABN: 19008812208
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:
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Relevant qualifications and training:
- Bachelor of Business (Hons) – Curtin University
- Bachelor of Business (Hons) – Curtin University
- Certified Financial Planner – Financial Planning Association
- Certified Financial Planner – Financial Planning Association
- Certified Investment Management Analyst – Investment Managements Consultants Association
- Certified Investment Management Analyst – Investment Managements Consultants Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
- Investment Management Consultants Association
- Investment Management Consultants Association
Jeffrey Douglas Chin is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Foreign Exchange Contracts
- 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- FHSA Issued non ADI