Jeffrey William Mitchell
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001240118
- Location
- Melbourne VIC 3000
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 22 August 2018
- First provided advice
- 1999
- Qualifications
- Graduate Diploma in Applied Finance and Investment, Securities Institute (1998); Diploma of Financial Planning, Financial Planning Association of Australia Ltd (2003); Certified Investment Management Analyst, Investment Management Consultants Association (2009)
- Memberships
- Financial Advice Association of Australia (FAAA); Investment Management Consultants 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeffrey William Mitchell
Jeffrey William Mitchell is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001240118.
Advice is given under the Australian financial services licence of Infocus Securities Australia Pty Ltd, licence number 236523. That authorisation dates from 22 August 2018.
According to the register, Jeffrey first provided financial advice in 1999. The qualifications listed for Jeffrey include Graduate Diploma in Applied Finance and Investment (Securities Institute, 1998), Diploma of Financial Planning (Financial Planning Association of Australia Ltd, 2003) and Certified Investment Management Analyst (Investment Management Consultants Association, 2009). Jeffrey is recorded as a member of Financial Advice Association of Australia (FAAA) and Investment Management Consultants Association.
Jeffrey is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 William Mitchell a registered financial adviser?
Yes. Jeffrey William Mitchell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001240118.
Which licensee does Jeffrey William Mitchell work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Jeffrey William Mitchell 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; derivatives.