Jeffrey Thomas Parkin – Financial Adviser

Adviser identifying number: 222887
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 326450
Authorised Representative’s ABN: 59130288578

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:

  • Certificate IV in Finance & Mortgage Broking – Kaplan
  • Graduate Diploma (Financial Planning) – Securities Institute of Australia
  • Margin Lending & Geared Investments – Kaplan
  • Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

Jeffrey Thomas Parkin is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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