Jeffrey has been working in the financial services industry since 2008 across premium banking and relationship management roles based in both London and Melbourne. Jeffrey has found his calling in providing financial advice and has been a qualified Financial Planner since 2015.
Jeffrey has extensive experience working with professionals and high net-worth individuals and provides tailored advice to meet client specific needs. Jeffrey is passionate about helping his clients reach their financial and lifestyle goals.
Jeffrey’s credentials include:
· Master of Financial Planning, Deakin University (Distinction Average)
· Graduate Diploma of Financial Planning, Kaplan Professional
· Bachelor of Business, Swinburne University
Jeffrey also has accreditations in Margin Lending, Listed Products, Self-Managed Super Funds and has successfully completed the FASEA ethics exam.
Jeffrey is a member of the Financial Planning Association of Australia and is registered with the Tax Practitioners Board as a Tax (Financial) Adviser.
Jeffrey is currently completing the Certified Financial Planner® (CFP) certificate and is volunteering with the Cancer Council by providing pro bono financial advice for terminally ill patients.
Jeffrey lives with his wife Sarah in the bayside suburb of Balaclava and enjoys dining out, exercising, reading investment-based books, long-distance running, supporting the Essendon Football Club and spending time with his family and friends.
Jeff provides excellent all round service. He does everything possible to assist you to achieve your financial goals.
Jeffrey is very knowledgeable and has helped boost my confidence regarding the management of my finances. He is patient and his clear explanation made it easy to pick the right service for me. I would highly recommend his services.
Jeffrey’s has provided accurate, timely and clear information on a variety of financial and insurance issues since I’ve joined Grimsey. Jeffrey’s experience and knowledge has been an enormous help in setting myself up financially for the future and I highly recommend his services.
Jeff has been advising me for around 2 years now, and given the volatile events in the economy, Jeff has kept me grounded - advice that I'm glad I took. His advice is backed by experience and also research which means I can understand the logic of it. This makes me very comfortable with his advice and the decision I need to make. It was also good that from taking over as my adviser he didn't request to make rash changes, or try to prove he had better ideas - took a solid look at my strategies and we have made ongoing subtle changes so I know that any changes are measured and fit for me. Looking forward to continuing to work with him.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2015
- Years of experience 8
- Master of Financial Planning
Grimsey Wealth Pty LtdLevel 2, 766 Elizabeth Street
Melbourne, VIC 3000
Grimsey Wealth Pty Ltd