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