Jeff has been providing quality advice to clients since 1999. He moved to Toowoomba in 2004 for a change in lifestyle after spending several years with a leading boutique financial planning firm in the Brisbane CBD.
Jeff holds the following qualifications:-
· Bachelor of Commerce (University of Queensland)
· Diploma of Financial Planning (Deakin University)
· Certified Financial Planner
Each year until 2012, AFR Smart Investor magazine (formerly Personal Investor) ran a competition to test technical knowledge among financial advisers in Australia. For nearly 10 years during this time, Jeff regularly placed among the Top 50 advisers and in both 2009 and 2010 was ranked among the Top 10 financial advisers in Australia.
Jeff was amazing! He was very generous with his time and very affordable. We got excellent advice for a great cost. I couldn't recommend him highly enough!
My wife and I are very comfortable with Jeff and his staff, and they always welcome us into their offices. Jeff is honest, easy-going and listens to what we say. He helped me through retirement and I now enjoy a hassle-free retirement - thanks to Jeff. The suite of online tools provided by my superannuation fund, and by Jeff allow me to track my investments and budgets daily - although, and thanks to Jeff - I don't really need to!
I have Jeff on an annual retainer and with good reason. This means that I have access to his advice on tap whenever I need it. Over the last 10 or so years he has saved me two or three times what I pay him each year and so he is excellent value for money. Best of all, he is strictly 'fee-for-service' and so there is no conflict of interest involved with him selling you shares as remuneration for himself. I find that he is able to answer any question that I have (and I have thrown him some extremely complex ones) even if it requires a bit of research on his part. Actually, he is a very smart guy. I also especially like that his advice is not restricted to my wife and myself but just about anything to do with my two daughters. He is all inclusive with his advice.
I wanted to deal with an adviser who is independent and made me feel comfortable and positive, even though my financial situation is poor. Jeff's advice to me over the last 6 years has been invaluable and I feel more confident about my future financial position, something for which I am extremely grateful. His knowledge & passion for financial advising is a true credit to him. I love being associated with the Aspire Financial Accounting Team.
Jeff is a consummate professional - he has exceptional knowledge of the areas I was seeking advice in. He spoke in a language I could understand and his subsequent advice to me took into account my future financial goals.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
Aspire Financial Consulting Pty LtdSuite 2, 131A Herries Street
Toowoomba, QLD 4350
- 9:00am – 5:00pm Monday – Friday
Aspire Financial Consulting Pty Ltd