Jeff Pappin

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Authorised Representative: 000259252

Private Client Adviser

"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

Investment Style

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

Qualifications
  • Diploma of Financial Markets, Securities Institute of Australia, 1999
  • Professional Diploma in Stockbroking, Deakin University, 2010
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
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.