Jeffrey Watkins – Financial Adviser
Adviser identifying number: 1006472
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence number: 238430
Licensee’s ABN: 86003742756
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016]
The date the Financial Adviser commenced the appointment: 31/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Authorised Representative identifying number: 238430
Authorised Representative’s ABN: 86003742756
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:
- Certified Financial Planner (CFP) – Deakin University
- Diploma of Financial Planning – Financial Planning Association (FPA)
- Graduate Diploma in Financial Planning – Kaplan Professional
- Master of Applied Finance – Kaplan Further Education
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Jeffrey Watkins is authorised to provide advices on following products:
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Securities
- Superannuation