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Jeff Glossop

 Jeff Glossop

Share profile:
14 Carey Street Unit 1
Bunbury
WA
6230
AU

Overview CONTACT THE ADVISER

Jeff Glossop Jeff Glossop

total Reviews

12

Experience

28yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Pennywise Investments commenced operation in 1998, servicing the South West Region from Bunbury. In 2010 Pennywise joined the national Independent AFSL holder INFOCUS Securities.

Jeff has been a senior advisor for over 25 years, specialising in pre-retirement planning, the transition into retirement, aged care, and Centrelink.

He has been able to help many clients achieve their financial goals through knowledge obtained throughout years of experience.

Company:

PennyWise Investments
PennyWise Investments

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Infocus
Infocus
Expertise
Building SuperBuilding Super
Centrelink BenefitsCentrelink Benefits
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
My fees
  • Personal Advice starting from $$2200
  • Ongoing Advice starting from $$1650

$275 for a first appointment. All other fees are negotiated with the client at/or after their first appointment, if required. The initial fee may be included in the total fees if comprehensive advice is required.

Latest Customer Reviews (3 of 12 total)See all

"Jeff is always very helpful and willing to sit and explain things to me."

Nola, 65+ 17 Feb 2017

"Jeff, has been very helpful in all aspects, especially in those area's concerning myself personally and dealing with the mountain of paperwork we are all expected to fill out and submit to the relevant authorities. I have to admit he has exhibited a lot more patience than I have."

James , 56-65 17 Feb 2017

"Jeff has provided our family with well balanced and constructive financial advice to my family over a number of years. I thoroughly recommend his service to family and friends. Jeff has build a long standing reputation with many clients in the Bunbury and outer areas."

Laurie, 56-65 16 Feb 2017

History & Qualifications CONTACT THE ADVISER

My qualifications
My membership
Awards
  • South West Small Business Awards - Winner Financial Management Award Aviva - WA Achiever of the Year (2007)
  • Advisers Excellence in Professional Standards for Infocus Wealth (2013)
  • Member of the Infocus Wealth Dealer Group Chairman’s Club (top 10 advisers in the Infocus Wealth Dealer Group) (2015)
  • Member of the Infocus Wealth Dealer Group Chairman’s Club (top 10 advisers in the Infocus Wealth Dealer Group) (2016)
Years of experience
  • 28 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Unit 1
14 Carey Street, Bunbury
WA 6230 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Other address

P.O. Box 1376, Bunbury
WA 6231 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 95% Average Reviews
  • 12 Total Reviews
Nola, 65+17 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jeff is always very helpful and willing to sit and explain things to me."

James , 56-6517 Feb 2017
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Jeff, has been very helpful in all aspects, especially in those area's concerning myself personally and dealing with the mountain of paperwork we are all expected to fill out and submit to the relevant authorities. I have to admit he has exhibited a lot more patience than I have."

Laurie, 56-6516 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jeff has provided our family with well balanced and constructive financial advice to my family over a number of years. I thoroughly recommend his service to family and friends. Jeff has build a long standing reputation with many clients in the Bunbury and outer areas."

Merle, 65+09 Jan 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"We find Jeff extremely efficient with his advice in all aspects of retirement which we are involved in with him He is friendly and very accommodating and nothing is too much trouble for him. The minute we enter his rooms we feel extremely comfortable with Jeff himself and also his staff Kerene and Pina. We have no hesitation recommending him to any of our friends or family"

KEN, 65+29 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jeffrey is a very friendly, approachable and trustworthy chap who is totally dedicated to his role of Financial Adviser to his clients. This can also be said of his Staff as well. Jeff is always prepared to "go the extra mile" for his clients. "

Vicki, 65+21 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I would and have recommended Jeff to family and friends for finance queries and retirement matters and if he cannot help them no one can, he's great. We also feel very comfortable discussing any matter with him and his staff are fantastic too! Well done at Pennywise, Bunbury!"

Marlene, 65+20 Nov 2016
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
100%

"Have always found Jeffrey and all at Pennywise helpful and informed."

Margaret, 65+19 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jeff is very caring, honest and knowledgeable. He always has time for you even though he may be snowed under with other clients. I know that my finances are in excellent hands, hence I have no worries about my financial future. "

Amanda , 46-5518 Nov 2016
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

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kenneth, 65+17 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"ken6232 i am very happy with jeff.his knowledge and accuracy he explains is second to none.i have complete trust in him."

Desmond, 65+16 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jeff is very professional. As our adviser he has worked hard to understand our profile of risk tolerance and balance our portfolio with our short-term and long-term needs being addressed. Now entering retirement, he has guided us into a very healthy financial situation. We are enjoying 'bucket list' travels, knowing that we have a strong and stable financial portfolio that is being well managed."

Brian, 65+05 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Jeff has, over many years managed our affairs with regular meetings and with very good advice. Thank you Jeff and the Pennywise staff. B&R 6233"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
10
Customers

#2
Centrelink Benefits
STRENGTH
8
Customers

#2
Preparing For Retirement
STRENGTH
8
Customers

#3
Aged Care
STRENGTH
7
Customers

#4
Savings Investment
STRENGTH
4
Customers

#5
Estate Planning
STRENGTH
2
Customers

#5
Self Managed Super Funds
STRENGTH
2
Customers

#5
Socially Responsible Investments
STRENGTH
2
Customers

#5
Tax Effective Strategies
STRENGTH
2
Customers

x

Overall rating

96%

Jeffrey Glossop

Company: PennyWise Investments

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Jeffrey Glossop is a member of and in what capacity, the licensee or company of Jeffrey Glossop and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Jeffrey Glossop (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%