Warren Paul Jeffries – Financial Adviser

Adviser identifying number: 260902
Status: Current
Adviser’s ABN: 34186595066
The year the Financial Adviser first provided advice: 1984

Name of the licence holder: MADISON FINANCIAL GROUP PTY LTD
Licence number: 246679
Licensee’s ABN: 36002459001
Licence controlled by: PHAROS FINANCIAL GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MADISON FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 246679
Authorised Representative’s ABN: 36002459001

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 (?ccounting) – University of Newcastle
  • Chartered Accountant – Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Financial Services Institute of Australasia (FINSIA)
  • SMSF Association

Warren Paul 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation