Financial Adviser
· COOMERA, QLD
Iain Jeffery
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005396
Iain Jeffery is a financial adviser based in Coomera, Queensland, with 24 years of experience in the financial services industry. Iain is currently authorised under Mawson Wealth Pty Limited. Iain 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 FPA. Iain is a member of Financial Advice Association of Australia (FAAA) and TPB.
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
2002
Bachelor of Science
UNSW
2005
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2005
Advanced Diploma of Financial Services
Kaplan
2005
Master of Financial Planning
University of Sunshine Coast
2012
Certified Financial Planner
FPA
2018
Margin Lending
Kaplan
Registration History
A.C.N. 133 593 012 PTY LTD
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register