DONALD MAXWELL JEFFERS


Licensee: PROFESSIONAL WEALTH SERVICES PTY LTD

DONALD MAXWELL JEFFERS (Adviser# 000253025) 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 June 9, 2007.

Adviser Overview

Register Name Financial Advisers
Adviser Name DONALD MAXWELL JEFFERS
Adviser Number 000253025
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1980
Financial Service (AFS) Licence Licence# 000312047
PROFESSIONAL WEALTH SERVICES PTY LTD
Licence Controlled By Donald Maxwell Jeffers
Adviser Start Date 2007-06-09
Appointing Representative Name PROFESSIONAL WEALTH SERVICES PTY LTD
Appointing Representative Number 000312047
Memberships Financial Planning Association of Australia (FPA)
SMSF Association

Authorisations to provide financial product advice

  • DONALD MAXWELL JEFFERS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner (Special Entry 'A') Financial Planning Association
Certified Investment & Financial Adviser (Distinction) Australian Society of Investment & Financial Advisors Ltd
Diploma of Financial Planning RMIT
Self Managed Superannuation Fund Adviser Course The Strategist Group
Senior Associate Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000312047 PROFESSIONAL WEALTH SERVICES PTY LTD
Licence controlled by: Donald Maxwell Jeffers
2007-06-09 - PROFESSIONAL WEALTH SERVICES PTY LTD

Licensee Information

Licence Name PROFESSIONAL WEALTH SERVICES PTY LTD
Licence Number 000312047

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Dataset Information


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.