Jeff Oates

Industry Experience

Jeff is Morgans Chief Operating Officer and is a Director of both Morgans Financial Limited and Morgans Holdings (Australia) Limited.

Jeff is a Chartered Accountant (CA) and a Graduate of the Australian Institute of Company Directors.  He has over 30 years’ experience in financial management, project management and management consulting within the private and public sector in Australia, the United Kingdom, Europe and Scandinavia. 

Jeff was Morgans Chief Financial Officer for 12 years to August 2022 and has board responsibility for Morgans Branch network along with the firm’s Finance, IT, Legal, HR, Marketing and SMSF Administration functions.

Qualifications and Professional Affiliations

• Fellow, Chartered Accountants Australia and New Zealand
• Graduate, Australian Institute of Company Directors
• Master Practitioner Member, Stockbrokers and Financial Advisers Association
• Bachelor of Economics, Australian National University

Board Memberships

• Director, Morgans Holdings (Australia) Limited
• Director, Morgans Financial Limited
• Director, Queensland Music Festival
• Member, Expert Advisory Board, Global Diabetes Solutions