DONALD MAXWELL JEFFERS
Financial Adviser · North Sydney, NSW
📚 Qualifications & 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
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.