Jeff Morel

Finlife

Silver
16 Yrs Experience
Cheltenham, VIC 3192

I’ve been a Financial Adviser since 2006. My love of the industry stems from an interest in finance, numbers and problem solving, combined with a natural willingness to assist people in reaching their financial and lifestyle goals. I really enjoy building long term relationships with my clients, learning about their aspirations and future plans, assisting them to set achievable goals in line with those aspirations, and seeing them attain those goals. I enjoy listening, facilitating, educating and imparting my financial knowledge to clients to give them a deeper understanding of their financial situation and therefore greater control.

I have worked with a wide range of clients including those looking to build their wealth, retirees looking to secure their finances after work, self employed clients and small and large business operators. Having experience across all facets of financial planning, I have a particular interest in income and asset protection and retirement planning, including self managed super funds. Being married with young children, I understand the importance of making sure your family is financially secure.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • 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

I charge fixed fees for advice. The fee will vary according to the advice requested. After our initial consultation, I will provide you with a quote relevant to the services agreed upon.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.65
  • Number of reviews 3
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Finlife

302 Charman Rd
Cheltenham, VIC 3192

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221