Financial Adviser
· EAST PERTH, WA
Jeffrey Wayne Parkinson
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288803
Jeffrey Wayne Parkinson is a financial adviser based in East Perth, Western Australia, with 21 years of experience in the financial services industry. Jeffrey is currently authorised under Rmblack 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 Graduate Diploma of Financial Planning from FINSIA.
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
2006
Graduate Diploma of Financial Planning
FINSIA
2007
Graduate Diploma of Applied Finance and Investment
FINSIA
2017
DFP5v2 Tax for Financial Advising
KAPLAN
2019
Margin Lending Skills
Stockbrokers and Financial Advisers Association
2020
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
Registration History
Source: ASIC Financial Advisers Register