Financial Adviser · SOUTH YARRA, VIC

Jeff Sinclair Wain

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000241228

Jeff Sinclair Wain is a financial adviser based in South Yarra, Victoria, with 27 years of experience in the financial services industry. Jeff is currently authorised under Australian Private Wealth Pty Ltd. Jeff holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a CFP from FPA. Jeff is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA), Finsia, SMSF Association and Taxation Institute of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1982
Bachelor of Economics
Monash University
1988
Graduate Diploma Taxation
Monash University
1998
Graduate Diploma Advanced Financial Planning
CPA/SIA
2000
CFP
FPA
2005
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association

Registration History

May 2012 - Present Current
Jun 2009 - May 2012 Ceased

Source: ASIC Financial Advisers Register