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

Latest
Insights

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