Thomas Jeffries
Financial Adviser in North Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000406837
- Location
- North Adelaide SA 5006
- Licensee
- Minchin Moore Private Wealth Pty Ltd (AFSL 480194)
- Authorised since
- 1 February 2016
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, University of South Australia (2005); Graduate Diploma of Applied Finance, FINSIA (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2011); 5 unit CFP Certification Program, Financial Advice Association of Australia Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Jeffries
Thomas Jeffries is a financial adviser in North Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000406837.
The licensee Thomas advises under is Minchin Moore Private Wealth Pty Ltd (AFS licence 480194). The current authorisation started on 1 February 2016.
The register records 2011 as the year Thomas first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of South Australia, 2005), Graduate Diploma of Applied Finance (FINSIA, 2009) and Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2011). Thomas is recorded as a member of Financial Advice Association of Australia (FAAA).
Thomas is authorised to advise 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 Thomas Jeffries a registered financial adviser?
Yes. Thomas Jeffries is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000406837.
Which licensee does Thomas Jeffries work under?
Minchin Moore Private Wealth Pty Ltd, Australian financial services licence 480194.
What can Thomas Jeffries 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.