Michael Jeffs
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288202
- Location
- Melbourne VIC 3000
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 4 October 2019
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Economics and Finance), Royal Melbourne Institute of Technology (2004); Certified Financial Planner (CFP), Financial Advice Association of Australia Limited (2008); FPC002B Ehtics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Michael Jeffs
On the Financial Advisers Register kept by ASIC, Michael Jeffs appears as a current financial adviser in Melbourne, Victoria, adviser number 000288202.
The licensee Michael advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). That authorisation dates from 4 October 2019.
According to the register, Michael first provided financial advice in 2005. The qualifications listed for Michael include Bachelor of Business (Economics and Finance) (Royal Melbourne Institute of Technology, 2004), Certified Financial Planner (CFP) (Financial Advice Association of Australia Limited, 2008) and FPC002B Ehtics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2022). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Michael 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 Michael Jeffs a registered financial adviser?
Yes. Michael Jeffs is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288202.
Which licensee does Michael Jeffs work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Michael Jeffs 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.