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Jeff Oates

Jeff Oates

Director and Chief Financial Officer of Morgans Financial Ltd and Morgans Holdings (Australia) Ltd

Industry Experience

Jeff is Director and Chief Financial Officer of Morgans Financial Ltd and Morgans Holdings (Australia) Ltd.

Jeff is a Chartered Accountant and began his career with KPMG Peat Marwick in Sydney.  Upon moving to Brisbane, Jeff commenced as a senior consultant within the Management Consulting Services division of Coopers & Lybrand.

In 1996 Jeff moved to London, UK where he worked with Credit Suisse First Boston and later as a senior consultant within the Financial Management Advisory division of PwC UK.

Jeff has covered a broad number of senior project roles in his career including project management of merger integration and expenditure analysis projects, Project Director (ERP implementations), Project Manager (ERP implementations), Finance Director secondment, Global Project Delivery (global intercompany and transfer pricing processes), and Global Functional Finance Lead.

Prior to joining Morgans, Jeff was an Associate Director of KPMG Australia's Business Performance Services Group. He has over 20 years experience in financial management, project management, process improvement and consulting within the private and public sector in Australia and in the United Kingdom, Europe and Scandinavia.

Qualifications and Professional Affiliations

  • Bachelor of Economics, Australian National University
  • Member, Institute of Chartered Accountants

Board Memberships

  • Director, Morgans Holdings (Australia) Ltd
  • Director, Morgans Financial Ltd