Financial Adviser
· SOUTH YARRA, VIC
Jeff Sinclair Wain
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
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
Source: ASIC Financial Advisers Register