Financial Adviser
· MELBOURNE, VIC
Jeffrey Hanna
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002670
Jeffrey Hanna is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. Jeffrey is currently authorised under Viridian Advisory 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 Planning Association of Australia. Jeffrey is a member of CPA Australia (CPA) 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
1995
Bachelor of Commerce
Deakin University
1999
Certified Public Accountant
CPA
2001
Certified Financial Planner
Financial Planning Association of Australia
2004
Self Managed Superannuation Funds
Kaplan
2009
ASX Accredited Derivatives Adviser Level 1
Kaplan
2009
Accredited Derivatives Adviser Level 1
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2018
Certified Practicing Accountants Australia Program
CPA Australia Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education