Financial Adviser
· MELBOURNE, VIC
Michael Jeffs
No disciplinary history on record with ASIC
MELBOURNE,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288202
About Michael Jeffs
Michael Jeffs is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Michael is currently authorised under Oreana Financial Services. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association of Australia Limited. Michael 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Economics and Finance)
Royal Melbourne Institute of Technology
2008
Certified Financial Planner (CFP)
Financial Advice Association of Australia Limited
2022
FPC002B Ehtics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
GWM ADVISER SERVICES PTY LTD
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register