Michael Jeffs Email
Senior Adviser and Director @ Strategic Wealth
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Michael Jeffs Location
- Melbourne, VIC, AU
Michael Jeffs Work
- Senior Adviser and Director @ (October 2019 - Present)
- Senior Adviser and Director @ Your Personal CFO (October 2019 - December 2022)
- Senior Financial Planner @ (January 2017 - September 2019)
- Wealth Adviser @ Portfolio & Wealth Management Pty Ltd (July 2009 - January 2017)
- Paraplanner @ Private Wealth Management (January 2005 - July 2009)
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
- Accounting
- Portfolio Management
- Asset
- Financial Planning
- Microsoft Excel
- Process Improvement
- Project Planning
- Microsoft Office
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.
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