Jeff Sinclair Wain
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241228
- Location
- South Yarra VIC 3141
- Licensee
- Australian Private Wealth Pty Ltd (AFSL 405814)
- Authorised since
- 1 May 2012
- First provided advice
- 1999
- Qualifications
- Bachelor of Economics, Monash University (1982); Graduate Diploma Taxation, Monash University (1988); Graduate Diploma Advanced Financial Planning, CPA/SIA (1998); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2005)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Finsia; SMSF Association; Taxation Institute of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeff Sinclair Wain
Jeff Sinclair Wain is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Yarra, Victoria (adviser number 000241228).
The licensee Jeff advises under is Australian Private Wealth Pty Ltd (AFS licence 405814). That authorisation dates from 1 May 2012.
According to the register, Jeff first provided financial advice in 1999. The qualifications listed for Jeff include Bachelor of Economics (Monash University, 1982), Graduate Diploma Taxation (Monash University, 1988) and Graduate Diploma Advanced Financial Planning (CPA/SIA, 1998). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Finsia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jeff Sinclair Wain a registered financial adviser?
Yes. Jeff Sinclair Wain is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241228.
Which licensee does Jeff Sinclair Wain work under?
Australian Private Wealth Pty Ltd, Australian financial services licence 405814.
What can Jeff Sinclair Wain give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.