Jeffrey Worboys – Financial Adviser

Adviser identifying number: 1251652
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: HALIFAX INVESTMENT SERVICES PTY LTD
Licence number: 225973
Licensee’s ABN: 52096980522
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HALIFAX INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 225973
Authorised Representative’s ABN: 52096980522

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:

  • Equities – Securities and Derivatives institute Australia
  • Equities – Securities and Derivatives institute Australia
  • PS146 – PS146 (KAPLAN)
  • PS146 – PS146 (KAPLAN)

Relevant memberships of professional bodies or industry associations:

Jeffrey Worboys is authorised to provide advices on following products:

  • Derivatives
  • Foreign Exchange Contracts
  • Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
  • Securities