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Jeff Pappin
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.
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.
Services and Specialties
Options and Warrants
Wealth Management
Self-Managed Super Funds
Superannuation Advice
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Professional Diploma in Stockbroking
Diploma of Financial Markets
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Securities
Managed Investments
Derivatives Level 2
Margin Lending
Generic
Financial Planning
Derivatives Level 1
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of percentage of fees.
