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