Jeffrey Thomas Parkin
Financial Adviser in Miranda, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000222887
- Location
- Miranda NSW 2228
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 1 August 2020
- First provided advice
- 2000
- Qualifications
- Graduate Diploma of Financial Planning, Securities Institute (2004); Margin Lending & Geared Investments, Kaplan (2011); Certificate IV in Finance & Mortgage Broking, Kaplan (2014); Self Managed Superannuation Funds, Kaplan (2015)
- 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 Thomas Parkin
Jeffrey Thomas Parkin is a financial adviser in Miranda, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000222887.
Advice is given under the Australian financial services licence of Sentry Advice Pty Ltd, licence number 227748. That authorisation dates from 1 August 2020.
The register records 2000 as the year Jeffrey first provided financial advice. The qualifications listed for Jeffrey include Graduate Diploma of Financial Planning (Securities Institute, 2004), Margin Lending & Geared Investments (Kaplan, 2011) and Certificate IV in Finance & Mortgage Broking (Kaplan, 2014).
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 Thomas Parkin a registered financial adviser?
Yes. Jeffrey Thomas Parkin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000222887.
Which licensee does Jeffrey Thomas Parkin work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Jeffrey Thomas Parkin 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.