JEFF SINCLAIR WAIN
Financial Adviser · South Yarra, VIC
📚 Qualifications & Training
1982 - Bachelor of Economics - - Monash University
1988 - Graduate Diploma Taxation - - Monash University
1998 - Graduate Diploma Advanced Financial Planning - - CPA/SIA
2000 - CFP - - FPA
2005 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Finsia
SMSF Association
Taxation Institute of Australia
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.