Jeffrey Kenneth Welfare – Financial Adviser
Adviser identifying number: 1005784
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987
Name of the licence holder: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence number: 240813
Licensee’s ABN: 19009145555
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
The date the Financial Adviser commenced the appointment: 11/03/2004
The date the Financial Adviser ceased the appointment: 15/04/2016
Name of the Authorised Representative: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Authorised Representative identifying number: 000240813
Authorised Representative’s ABN: 19009145555
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:
- Margin Lending Accreditation Program – Stockbrokers Association of Australia
- SDIA Accreditation Program Assessment – Securities & Derivatives Industry Association
Relevant memberships of professional bodies or industry associations:
Jeffrey Kenneth Welfare is authorised to provide advices on following products: