Executive Advisor

Jeff began his career in the early nineties as an accountant. He achieved CPA status, before moving to the financial services industry, having positions with ANZ Private Bank, Deloitte and Westpac Private Bank.

He became a partner at Westpac in 2010, and his business became the largest practice nationally, providing advice to ultra-high-net-worth families in Melbourne. Jeff has been consistently awarded throughout his career, being included in top team conferences on several occasions.

Jeff holds a Bachelor of Commerce and has achieved both Certified Practising Accountant and Certified Financial Planner status. He has continued to broaden his skills and knowledge by completing several post-graduate training programs over the past 20 years.

Jeff is analytical and thorough in his approach, however never loses sight of his client’s goals and aspirations. He is passionate about helping people and gains an enormous feeling of reward by demonstrating the steps needed to make smart financial decisions, while protecting their wealth.

Jeff’s primary responsibility is client advisory, however is heavily connected to the business by being a senior member of the Finance and Investment committees.

Qualifications and Memberships

  • Bachelor of Commerce
  • Certified Financial Planner
  • Certified Practising Accountant
  • Member of the Financial Advice Association Australia



6 Steps to a Happy New Financial Year

The new financial year offers a perfect opportunity for a fresh start with your finances. Imagine transforming this READ MORE...

Financial Markets Update: May

Financial markets rebounded through May with both major bond and equity markets higher. READ MORE...

A different “End of Financial Year Sale”

With End of Financial Year fast approaching, it’s likely you are getting bombarded with “EOFY SALE” READ MORE...

Speak to our experienced team today…