Thomas Jeffries – Financial Adviser
Adviser identifying number: 406837
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: MINCHIN MOORE PRIVATE WEALTH PTY LTD
Licence number: 480194
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MINCHIN MOORE PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 480194
Authorised Representative’s ABN:
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 Commerce – University of South Australia
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- Graduate Diploma of Applied Finance – FINSIA
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Thomas Jeffries is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility