Financial Adviser · SYDNEY, NSW

Donald Maxwell Jeffers

SYDNEY, NSW

46 Years experience

Tax advice
authorised

ASIC Registered · ADV 000253025

Licensee

Alteris Financial Group

Sydney, NSW (licence address on ASIC register)

View licensee

About Donald Maxwell Jeffers

Donald Maxwell Jeffers is a financial adviser based in Sydney, New South Wales, with 46 years of experience in the financial services industry since 1980. Donald is currently authorised under Alteris Financial Group. Donald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Donald's qualifications include a Certified Financial Planner (Special Entry 'A') from Financial Planning Association. Donald is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1985

Certified Investment & Financial Adviser (Distinction)

Australian Society of Investment & Financial Advisors Ltd

1992

Senior Associate

Financial Planning Association

1993

Certified Financial Planner (Special Entry 'A')

Financial Planning Association

1995

Diploma of Financial Planning

RMIT

2003

Self Managed Superannuation Fund Adviser Course

The Strategist Group

Registration History

Alteris Financial Group Pty Ltd

Nov 2026 - Present Current

Professional Wealth Services Pty Ltd

Jun 2007 - Nov 2026 Ceased

Source: ASIC Financial Advisers Register