Jeff firmly believes that his primary role as a trusted financial adviser is to help clients ‘plan well’ and ‘invest well’ so they may ‘live well’.
Jeff completed a Bachelor of Business, majoring in Accounting & Law at Ballarat CAE and began his career in Chartered Accounting in 1982. He was employed for 10 years by one of Australia’s oldest companies, Sands & McDougall, beginning as an Assistant Accountant and then becoming Financial Controller and Company Secretary.
In 1993, he decided to change careers as continuing in Accounting did not appeal – as Jeff wished to help people, he was attracted to financial planning. He felt his background would be useful and despite doubts that accountants “can’t sell”, he commenced with National Bank in 1994 and provided advice to several branches in the Balwyn and Kew areas.
Despite early success and having been well trained by the National, he felt that the best approach to financial planning was to move away from a “selling environment” to a “fee for service” model. He then spent the next 10 years employed by HSBC Securities and Collins House Financial Services P/L where he provided strategic advice to over 200 clients.
In 2006, Jeff established his own business with Godfrey Pembroke and now services a select number of clients, purely on a fee-for-service basis.