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Jeff White
DipFP MeSAFAA
Private Client Adviser / Partner Springfield-Ipswich and Milton Branch
As your adviser, I will partner with you through all stages of your life from your working and wealth creation years to planning for retirement.
Jeff has worked in the financial services sector in Brisbane since 2009. He has worked in large, well-known financial planning organisations in technical and advisory roles. He has completed a Diploma of Financial Planning and is currently undertaking a Masters in Financial Planning.
Investment Style
Jeff takes an holistic approach to financial advice basing it upon a full understanding of the client's needs, goals and objectives. He has experience in pre- and post-retirement planning, wealth creation and portfolio management, investment in direct equities and securities, personal risk insurance and superannuation including self managed super funds.
Services and Specialties
Wealth Management
Retirement and Estate Planning
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Portfolio Administration
Qualifications and Professional Affiliations
Diploma of Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Life Insurance
Managed Investments
Superannuation
Margin Lending
Securities
Financial Planning
I am a partner of Forefront Financial Services Pty Ltd which operates the business of Morgans Financial Limited - Springfield-Ipswich. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Financial Services Pty Ltd, I may be entitled to a share of profits. As a Partner of Forefront Financial Services Pty Ltd, I will be entitled to a share of profits.
