Jeffrey Ebsworthy
Financial Adviser in Mooloolaba, Queensland, Australia
Review Jeffrey Ebsworthy
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000231824
- Location
- Mooloolaba QLD 4557
- Licensee
- Eko Financial Pty Ltd (AFSL 514038)
- Authorised since
- 29 March 2019
- First provided advice
- 1997
- Qualifications
- Bachelor of Business, University of Central Queensland (1998); Diploma of Financial Planning, RG146 Training Australia (2010); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- CPA Australia (CPA)
- 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 Jeffrey Ebsworthy
On the Financial Advisers Register kept by ASIC, Jeffrey Ebsworthy appears as a current financial adviser in Mooloolaba, Queensland, adviser number 000231824.
Advice is given under the Australian financial services licence of Eko Financial Pty Ltd, licence number 514038. The current authorisation started on 29 March 2019.
According to the register, Jeffrey first provided financial advice in 1997. The qualifications listed for Jeffrey include Bachelor of Business (University of Central Queensland, 1998), Diploma of Financial Planning (RG146 Training Australia, 2010) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2012). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice 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.
Reviews
Nobody has reviewed Jeffrey Ebsworthy here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jeffrey Ebsworthy a registered financial adviser?
Yes. Jeffrey Ebsworthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231824.
Which licensee does Jeffrey Ebsworthy work under?
Eko Financial Pty Ltd, Australian financial services licence 514038.
What can Jeffrey Ebsworthy 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.