Financial Adviser
· MOOLOOLABA, QLD
Jeffrey Ebsworthy
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231824
Jeffrey Ebsworthy is a financial adviser based in Mooloolaba, Queensland, with 29 years of experience in the financial services industry. Jeffrey is currently authorised under Eko Financial 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 Bachelor of Business from University of Central Queensland. Jeffrey is a member of CPA Australia (CPA).
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
1998
Bachelor of Business
University of Central Queensland
2010
Diploma of Financial Planning
RG146 Training Australia
2012
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education