Michael Jeffs Email

Senior Adviser and Director @ Strategic Wealth

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Michael Jeffs Location

Melbourne, VIC, AU

Michael Jeffs Work

2019 - now Senior Adviser and Director @ Strategic Wealth
2019 - 2022 Senior Adviser and Director @ Your Personal CFO
2017 - 2019 Senior Financial Planner @ Battistella Financial Services

2009 - 2017 Wealth Adviser @ Portfolio & Wealth Management Pty Ltd
2005 - 2009 Paraplanner @ Private Wealth Management

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Michael Jeffs Education

Financial Planning Association
Certified Financial Planner
2005 - 2008
RMIT University
BBus (Economics and Finance)
2001 - 2004

Michael Jeffs Skills

Investments
Wealth Management
Economics

Planning
Financial Reporting
Financial Analysis
Management
Asset Management
Leadership
Pacific Islands

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Michael Jeffs Summary

Michael Jeffs, based in Melbourne, VIC, AU, is currently a Senior Adviser and Director at Strategic Wealth. Michael Jeffs brings experience from previous roles at Your Personal CFO, Battistella Financial Services, Portfolio & Wealth Management Pty Ltd and Private Wealth Management. Michael Jeffs holds a 2005 - 2008 Certified Financial Planner @ Financial Planning Association. With a robust skill set that includes Investments, Wealth Management, Economics, Planning, Financial Reporting and more. Michael Jeffs has 1 emails on RocketReach.

Michael Jeffs Emails

Found 1 emails

@strategicwealth.melbourne

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