Financial Adviser
· NORTH SYDNEY, NSW
Donald Maxwell Jeffers
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
46
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253025
Donald Maxwell Jeffers is a financial adviser based in North Sydney, New South Wales, with 46 years of experience in the financial services industry since 1980. Donald is currently authorised under Professional Wealth Services. Donald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Donald's qualifications include a Certified Financial Planner (Special Entry 'A') from Financial Planning Association. Donald is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1985
Certified Investment & Financial Adviser (Distinction)
Australian Society of Investment & Financial Advisors Ltd
1992
Senior Associate
Financial Planning Association
1993
Certified Financial Planner (Special Entry 'A')
Financial Planning Association
1995
Diploma of Financial Planning
RMIT
2003
Self Managed Superannuation Fund Adviser Course
The Strategist Group