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- Iain Jeffery
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) - - Kaplan Professional
- 2005 - Advanced Diploma of Financial Services - - Kaplan
- 2005 - Master of Financial Planning - - University of Sunshine Coast
- 2005 - Master of Financial Planning - - University of the Sunshine Coast
- 2012 - Certified Financial Planner - - FPA
- 2018 - Margin Lending - - Kaplan
- 2018 - Tier 1 Margin Lending - - Kaplan
- 2019 - Accredited Derivatives Adviser Level 1 - ADA1 - - SAFAA
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