Hi, thanks for stopping by to check me out!
I'm a passionate CQ local with over 14 years of Financial Services experience. I hold an Advanced Diploma of Financial Planning and am currently studying towards a Graduate Diploma in the same field.
I love client interaction and relationships built within the advice process. I work with clients to understand and unearth their lifestyle & financial goals.
With your Best Interests in mind, I provide financial strategies tailored to achieve your desired goals.
Jeff was extremely helpful in helping me understand my super and investments and explained everything in detail to ensure i understood and re explained if i didnt get it the first time ,i 100% recommend jeff to all those that want someone to be on your side whilst securing a great financial future!!! Mark
I have been receiving professional advice from Jeffrey for a number of yrs now. I am extremely happy with the way Jeffrey takes the time to explain things in a way I can understand. He has demonstrated the ability and knowledge of someone far exceeding his yrs. Jeffrey does not rest on his laurels, I believe he keeps up with current trends in the market place. I feel very confident and safe having Jeffrey as my Adviser.
Jeffrey provided me with easy to understand, sound advice and helped me set up insurance to protect my future. When it came to making a claim, Jeffrey’s assistance ensured the process was surprisingly straight forward.
I feel very confident in Jeff’s experience and knowledge to provide advice that is right for me. Jeff is able to provide advice in a manner that is clear and easy to understand.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2012
- Years of experience 11
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
Regional Financial Planning69 High St
Berserker, QLD 4701
- 8:00am – 6:00pm Monday, Wednesday, Friday
- 8:00am – 7:00pm Tuesday, Thursday
Bombora Advice Pty Ltd