SPECIALISATION
Business
Insurance
Insurance
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Tax
Planning
Planning
Jeff
Swan
Executive Advisor
Wimmerra Mallee
Victoria
IN THEIR OWN WORDS
With over 40 years of experience in the Australian financial planning profession, I am a seasoned financial adviser specializing in serving the unique needs of regional communities. I bring a wealth of knowledge and expertise to help individuals and families navigate their financial goals with tailored strategies. From retirement planning to investment strategies, I am dedicated to providing personalized solutions that make a meaningful difference in the financial well-being of my clients.
Qualifications and Memberships
- Advanced Diploma of Financial Planning
- Member of the Financial Advice Association Australia
SPECIALISATION
Business
Insurance
Insurance
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Tax
Planning
Planning
Wimmerra Mallee
TEAM
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