Financial Adviser
· NORTH ADELAIDE, SA
Thomas Jeffries
No disciplinary history on record with ASIC
NORTH ADELAIDE,
SA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000406837
Thomas Jeffries is a financial adviser based in North Adelaide, South Australia, with 15 years of experience in the financial services industry since 2011. Thomas is currently authorised under Minchin Moore Private Wealth. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a 5 unit CFP Certification Program from Financial Advice Association of Australia Limited. Thomas is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce
University of South Australia
2009
Graduate Diploma of Applied Finance
FINSIA
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2017
5 unit CFP Certification Program
Financial Advice Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Source: ASIC Financial Advisers Register