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Iain Jeffery

Name
Iain Jeffery
ID
1005396
ABN
–
First Provided Advice
2002

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2002 - Bachelor of Science - - UNSW
  • 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2005 - Advanced Diploma of Financial Services - - Kaplan
  • 2005 - Master of Financial Planning - - University of Sunshine Coast
  • 2005 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast
  • 2012 - Certified Financial Planner - - FPA
  • 2012 - Certified Financial Planner - Professional Designations - FPA
  • 2018 - Margin Lending - - Kaplan
  • 2018 - Margin Lending - Certificate (AQF 1-4) - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)
  • TPB

Licencee

Status
Ceased
Licence Holder
A.c.n. 133 593 012 Pty Ltd (#331367)
Commenced
Oct. 10, 2019
Ceased
Aug. 31, 2020
Status
Ceased
Licence Holder
Awhina Financial Pty Ltd (#512210)
Commenced
Sept. 20, 2022
Ceased
April 30, 2023
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
May 1, 2023
Ceased
Feb. 29, 2024
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Oct. 30, 2020
Ceased
Oct. 5, 2022
Status
Current
Licence Holder
Mawson Wealth Pty Limited (#552819)
Commenced
March 1, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Aware Financial Services Australia Limited (#238430)
Commenced
April 27, 2009
Ceased
May 27, 2015
Status
Ceased
Licence Holder
Dixon Advisory & Superannuation Services Pty Limited (#231143)
Commenced
June 22, 2015
Ceased
Sept. 3, 2018
Status
Ceased
Licence Holder
Evans And Partners Pty. Ltd. (#318075)
Commenced
Sept. 5, 2018
Ceased
Aug. 27, 2019