Mike Jeffs

Strategic Wealth Pty Ltd

Gold
17 Yrs Experience
Melbourne, VIC 3000

Mike Jeffs

Senior Adviser & Director at Strategic Wealth

 

Mike, a Director of Strategic Wealth and Your Personal CFO, has worked in the financial services industry since 2003.

Mike's extensive knowledge and attention to detail instils confidence in all of his clients that their needs will be met across the varying degrees of complexity that is their situation.

He completed a Bachelor of Business (Economics and Finance) with distinction from RMIT University and has achieved CFP® certification from the Financial Planning Association of Australia (FPA).

Strategic Wealth

Take a strategic approach to get there sooner...

Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.

Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.

With unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 13
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Strategic Wealth Pty Ltd

Level 2, 15 Queen Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234