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Jeff Potter
BCom FFIN DipFP
Senior Private Client Adviser
I provide experienced tailored proactive advice to assist clients in building and managing their wealth, whilst assisting them to reach their long term goals. My client relationships are built on trust and credibility.
Investment Style
Services and Specialties
Wealth Management
Stockbroking
Self-Managed Super Funds
Financial Planning
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance and Investment
Ethics and Professional Relationships
Bachelor of Commerce (Finance and Accounting)
Diploma of Financial Planning
Associations
No items found.
Competencies
Financial Planning
ASIC Financial Advisers Register
Tax (financial) Adviser
Generic
Superannuation
Securities
FASEA Financial Adviser Exam
Managed Investments
Margin Lending
Direct International Equities Trading Adviser
I am a partner of Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Exchange Place. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits. As a Partner of Exchange Place Investments Pty Ltd., I will be entitled to a share of profits.
