Jeffrey Wrightson – Financial Adviser

Adviser identifying number: 1003568
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: BENNELONG WEALTH PARTNERS PTY LTD
Licence number: 456235
Licensee’s ABN: 44164127833
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD.

The date the Financial Adviser commenced the appointment: 23/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BENNELONG WEALTH PARTNERS PTY LTD
Authorised Representative identifying number: 456235
Authorised Representative’s ABN: 44164127833

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:

• Bachelor of Business – Kuring-gai College of Advanced Education (now UTS)
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – Financial Planning Association of Australia
• Graduate Diploma of Applied Finance – Securities Institute of Australia (now Finsia)

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• FINSIA
• Financial Planning Association of Australia (FPA)

Jeffrey Wrightson is authorised to provide advices on following 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
• Margin Lending Facility / Standard Margin Lending Facility