Donald Maxwell Jeffers
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000253025
- Location
- North Sydney NSW 2060
- Licensee
- Professional Wealth Services Pty Ltd (AFSL 312047)
- Authorised since
- 9 June 2007
- First provided advice
- 1980
- Qualifications
- Certified Investment & Financial Adviser (Distinction), Australian Society of Investment & Financial Advisors Ltd (1985); Senior Associate, Financial Planning Association (1992); Certified Financial Planner (Special Entry 'A'), Financial Planning Association (1993); Diploma of Financial Planning, RMIT (1995); Self Managed Superannuation Fund Adviser Course, The Strategist Group (2003)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Donald Maxwell Jeffers
Donald Maxwell Jeffers is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000253025).
The licensee Donald advises under is Professional Wealth Services Pty Ltd (AFS licence 312047). That authorisation dates from 9 June 2007.
The register records 1980 as the year Donald first provided financial advice. Qualifications and training on file include Certified Investment & Financial Adviser (Distinction) (Australian Society of Investment & Financial Advisors Ltd, 1985), Senior Associate (Financial Planning Association, 1992) and Certified Financial Planner (Special Entry ‘A’) (Financial Planning Association, 1993). Donald is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Donald Maxwell Jeffers a registered financial adviser?
Yes. Donald Maxwell Jeffers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253025.
Which licensee does Donald Maxwell Jeffers work under?
Professional Wealth Services Pty Ltd, Australian financial services licence 312047.
What can Donald Maxwell Jeffers give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.