Jeffrey Graeme Munro
Financial Adviser in Chadstone, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007997
- Location
- Chadstone VIC 3148
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2015
- Qualifications
- Bachelor of Business (Business Management, Charles Sturt University (1998); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (1999); CFP Certification 1-4 Program, Financial Planning Association of Australia Limited (2002); Certified Financial Planner, Financial Planning Association of Australia Limited (2002); SMSF Specialist Adviser, SMSF Association (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Australian Institute of Company Directors (AICD); 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeffrey Graeme Munro
Jeffrey Graeme Munro is a financial adviser in Chadstone, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001007997.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 1 June 2021.
According to the register, Jeffrey first provided financial advice in 2015. The qualifications listed for Jeffrey include Bachelor of Business (Business Management (Charles Sturt University, 1998), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 1999) and CFP Certification 1-4 Program (Financial Planning Association of Australia Limited, 2002). Jeffrey is recorded as a member of Australian Institute of Company Directors (AICD), 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 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 Jeffrey Graeme Munro a registered financial adviser?
Yes. Jeffrey Graeme Munro is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007997.
Which licensee does Jeffrey Graeme Munro work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Jeffrey Graeme Munro 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.