Iain Jeffery
Financial Adviser in Coomera, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005396
- Location
- Coomera QLD 4209
- Licensee
- Mawson Wealth Pty Limited (AFSL 552819)
- Authorised since
- 1 March 2024
- First provided advice
- 2002
- Qualifications
- Bachelor of Science, UNSW (2002); 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); Certified Financial Planner, FPA (2012); Margin Lending, Kaplan (2018)
- Memberships
- Financial Advice Association of Australia (FAAA); TPB
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Iain Jeffery
On the Financial Advisers Register kept by ASIC, Iain Jeffery appears as a current financial adviser in Coomera, Queensland, adviser number 001005396.
Iain provides advice as an authorised representative of Mawson Wealth Pty Limited, which holds Australian financial services licence 552819. The current authorisation started on 1 March 2024.
According to the register, Iain first provided financial advice in 2002. Qualifications and training on file include Bachelor of Science (UNSW, 2002), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005) and Advanced Diploma of Financial Services (Kaplan, 2005). Iain is recorded as a member of Financial Advice Association of Australia (FAAA) and TPB.
Iain is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Iain Jeffery a registered financial adviser?
Yes. Iain Jeffery is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005396.
Which licensee does Iain Jeffery work under?
Mawson Wealth Pty Limited, Australian financial services licence 552819.
What can Iain Jeffery 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; standard margin lending.