Financial Adviser
· MELBOURNE, VIC
Jeff Swan
No disciplinary history on record with ASIC
63
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005898
Jeff Swan is a financial adviser based in Melbourne, Victoria, with 63 years of experience in the financial services industry. Jeff is currently authorised under Viridian Advisory Pty Ltd. Jeff 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 Advanced Diploma of Financial Planning from Kaplan Professional Education. Jeff is a member of Financial Advice Association of Australia (FAAA).
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
2005
Self Managed Superannuation Fund (SMSF 1:Core Principles)
Tribeca Learning
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2016
Advanced Diploma of Financial Planning
Kaplan Professional Education
2016
Diploma of Financial Planning
Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register