"As your adviser, I will partner with you through all stages of your life from your working and wealth creation years to planning for retirement."
Jeff has worked in the financial services sector in Brisbane since 2009. He has worked in large, well-known financial planning organisations in technical and advisory roles. He has completed a Diploma of Financial Planning and is currently undertaking a Masters in Financial Planning.
Services and specialities
- Self-Managed Super Funds
- Retirement and Estate Planning
- Portfolio Administration
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Jeff takes an holistic approach to financial advice basing it upon a full understanding of the client's needs, goals and objectives. He has experience in pre- and post-retirement planning, wealth creation and portfolio management, investment in direct equities and securities, personal risk insurance and superannuation including self managed super funds.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, RG146 Training Australia, 2012
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield-Ipswich. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.