Jeffrey Keith Tidswell – Financial Adviser
Adviser identifying number: 1001669
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988
Name of the licence holder: TIDSWELL FINANCIAL SERVICES LTD
Licence number: 237628
Licensee’s ABN: 55010810607
Licence controlled by: COMPLIANCE AND FINANCIAL SERVICES PTY LTD [Date Ceased: 01/03/2016] ~ ENERGY HOLDING GROUP PTY LTD ~ SAR INVESTMENT LLC ~ TRIMANTIUM CAPITAL FUNDS MANAGEMENT PTY. LTD. ~ TRIMANTIUM CAPITAL PTY LTD
The date the Financial Adviser commenced the appointment: 10/08/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TIDSWELL FINANCIAL SERVICES LTD
Authorised Representative identifying number: 237628
Authorised Representative’s ABN: 55010810607
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 Aged Care ProfessionalTM – Aged Care Steps
- Diploma in Insurance – Australian Insurance Institute
- Margin Lending & Geared Investments – Kaplan Professional
- PS146 Compliance Program – Securities Institute of Australia
- SMSF Specialist AdvisorTM – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations:
- Association of Superannuation Funds Australia (ASFA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
- The Tax Institute
Jeffrey Keith Tidswell is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility