I am passionate about helping people achieve their life and financial aspirations and about the peace of mind and security that financial advice brings.
Jeffrey is a Chartered Financial Analyst and an SMSF Specialist Advisor. He has been in Financial Services for over 16 years with 11 years as an investment counsellor in HSBC and ANZ (Hong Kong) engaging with South-East Asia Private family groups. Jeffrey works collaboratively with his clients to discover the significance and address their aspirations’ complexities by providing tailor-made strategic and investment planning and advice to secure a future for their families. Jeffrey is an experienced professional specialising in Investment Planning, Portfolio Management for complex family groups, Self-Managed Superannuation, Superannuation Planning, Retirement Planning and Cash Flow Planning.
Bachelor of Commerce (Finance & Economics), University of Melbourne
Chartered Financial Analyst (CFA)
SMSF Specialist Advisor
Advanced Diploma of Financial Planning
Chartered Financial Analyst (CFA®)
SMSF Specialist Advisor (SSA®)