"I have been a private client adviser since 1998 and understand the importance of tailored advice for my client base."
I have a wealth of financial industry experience that provides my clients with a clear path to achieving their financial goals.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Self Managed Super Funds
- Superannuation Advice
- Wealth Management
Jeff specialises in long and short-term portfolio strategies, the use of derivatives with the aim of income enhancement and a focus on tracking superior management.
Industry Education & Experience
- Diploma of Financial Markets, Securities Institute of Australia, 1999
- Professional Diploma in Stockbroking, Deakin University, 2010
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me as your adviser by way of percentage of fees.
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Managed Investments
- Margin Lending