Financial Adviser
· SYDNEY, NSW
Jeffrey Wrightson
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003568
Jeffrey Wrightson is a financial adviser based in Sydney, New South Wales, with 37 years of experience in the financial services industry. Jeffrey is currently authorised under Esencia Wealth Partners Pty Ltd. Jeffrey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Jeffrey is a member of CPA Australia (CPA), FINSIA and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Business
Kuring-gai College of Advanced Education (now UTS)
1989
Securities Institute Australia 8-Unit Diploma Course
Kaplan Higher Education Pty Limited
1996
8 unit Diploma of Financial Planning
Financial Advice Association of Australia
1996
Certified Financial Planner
Financial Advice Association of Australia
2004
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2019
FPC002B Ethics and Professionalism
Ethics - Kaplan Higher Education