JEFF SINCLAIR WAIN (Adviser# 000241228) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is May 1, 2012.
| Register Name | Financial Advisers |
| Adviser Name | JEFF SINCLAIR WAIN |
| Adviser Number | 000241228 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000405814 AUSTRALIAN PRIVATE WEALTH PTY LTD |
| Licence Controlled By |
APW PARTNERS GROUP PTY LTD APW PARTNERS PTY LTD [Date Ceased: 10/10/2017] |
| Adviser Start Date | 2012-05-01 |
| Appointing Representative Name | AUSTRALIAN PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000405814 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) Finsia SMSF Association Taxation Institute of Australia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | Monash University |
| CFP | FPA |
| Graduate Diploma Advanced Financial Planning | CPA/SIA |
| Graduate Diploma Taxation | Monash University |
| SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000405814 |
AUSTRALIAN PRIVATE WEALTH PTY LTD
Licence controlled by: APW PARTNERS GROUP PTY LTD ~ APW PARTNERS PTY LTD [Date Ceased: 10/10/2017] |
2012-05-01 - | AUSTRALIAN PRIVATE WEALTH PTY LTD |
| 000318613 |
SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2009-06-22 - 2012-05-01 | JEFF SINCLAIR WAIN |
| Licence Name | AUSTRALIAN PRIVATE WEALTH PTY LTD |
| Licence Number | 000405814 |
Please comment or provide details below to improve the information on .
| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.