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Jeff Kumnick
MeSAFAA
Senior Private Client Adviser/Partner of Milton Office
My objective is to help clients create, preserve and utilise wealth through effective financial management and tailored personal advice.
Jeff has been involved in the securities industry since 1983 and joined Morgans in 1989. During this time he has been responsible for the establishment and successful operation of our Wealth+ service in addition to advice for clients. Jeff has a strong understanding of investment markets in relation to individual client portfolios and the taxation and reporting requirements.
Investment Style
Jeff specialises in working with clients to establish their investment goals. He will then deliver ongoing advice for investment selection and portfolio management strategies to assist clients to work towards achieving those goals. The core of this strategy is to buy good quality assets and review their performance and prospects regularly.
Services and Specialties
Stockbroking
Portfolio Administration
Margin Lending and Gearing Strategies
Wealth Management
Self-Managed Super Funds
Superannuation Advice
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Financial Services
Accredited Derivatives Adviser Level Two
Superannuation
Accredited Derivatives Adviser Level One
ASX Responsible Executive Exam
Tier 1 Life Insurance - Personal Advice
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Derivatives Level 1
Derivatives Level 2
Superannuation
Generic
Securities
Life Insurance
Managed Investments
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.
