Don Jeffers

Professional Wealth Services Pty Ltd

Platinum
42 Yrs Experience
North Sydney, NSW 2060
After six years as an Australian army officer, Don entered the financial planning industry in 1980. During his career Don has helped clients ranging from those just starting out to individuals requiring the development of strategic financial plans and ongoing management for portfolios valued in the millions. Don has also worked at senior national levels in several management roles, is a sought-after public speaker and has presented numerous papers at industry forums. Don has qualified as a Certified Financial Planner (CFP®), the highest internationally recognised qualification within the industry. He holds a Diploma in Financial Planning from RMIT University and has completed extensive training in the specialised area of Self Managed Superannuation. He is also a Justice of the Peace. Don is active within a number of professional associations, the Financial Planning Association of Australia (FPA) and the Self Managed Superannuation Fund Professionals Association of Australia (SPAA).

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are explained in our free initial consultation after we understand your particular needs and objectives and how we can assist you to meet your goals.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.60
  • Number of reviews 10
  • First year providing advice 1980
  • Years of experience 42
  • Highest qualification
    • Certified Financial Planner (Special Entry 'A')
  • Language spoken
    • English

Professional Wealth Services Pty Ltd

Suite 3, Level 25, 100 Miller St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Professional Wealth Services Pty Ltd

AFSL 312047

4.60
10 Reviews
5
4
3
2
1
4.65
Clear communication
4.40
Knowledge & expertise
4.90
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Thanks for your time, Don, & look forward to reconnecting on the TTR opportunity shortly. Cheers, Barry"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Don is an excellent communicator that sets out the position clearly.He is able to simplify complex issues."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Please don't make me work. Don was as always great."

  • Superannuation
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Don has given me advice on consolidating and managing my superannuation as well as protecting my income to provide financial security and peace of mind. I'm extremely confident in his knowledge and experience and have tested him during our meetings to ensure my needs are being thoroughly considered in the investment strategy. I'd recommend him or PWS to anyone looking for tailored expert financial advice."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Don is very responsive and helpful to explain complex superannuation..."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ihave been a client of Don for many years and always found him very enthusiastic and happy to help me, he is a patience in explaining my situation,and trying many different ways to maximise my portfolio performance. He took great length in getting my will set in place for which I am very grateful, Don is always available and takes his time in explaining my concerns. Thank you Don"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Most professional in every way."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"The information that we received from Don was thorough and appropriate and it made us feel confident as we move forward with our investments. Our access to Don for information was easy and reassuring - he went out of his way to come to our home during the corona virus lockdown."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Don has given me excellent advice about my super fund, and I’m happy with how he’s managing it, and the advice and explanations he gives about buying and selling various funds."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Don is a very able financial planner and I respect his knowledge and commitment. Just occasionally he is a bit more bullish with his recommendations than I may prefer, but his ability to link me with the best investments products is highly valued and means I get very good results over time."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (Special Entry 'A')

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1993

Certified Investment & Financial Adviser

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Aus (FPA) (prev Aus Society of Investment & Financial Advisers)
Completed
1985

Senior Associate

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
1992

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1995

Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Level
0 - Training / Exam / Other
Institution
The Strategist Group
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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