With 37 years in the financial services industry, Jeffrey represents consistency, resilience, and disciplined growth. His long-standing service with ICS, Aviva, and PIAS — recognised through long service awards — reflects not only experience, but sustained professional integrity and commitment to clients.
Holding respected qualifications including Dip SII, FChFP, CLU, and ChFC, Jeffrey combines technical depth with practical wisdom, ensuring every recommendation is structured, thoughtful, and aligned with long-term financial wellbeing.
Jeffrey believes that financial success is not about speed but endurance. He approaches advisory work with the conviction that:
Wealth building is a marathon, not a sprint.
Sustainable success comes from discipline, patience, and steady execution.
Anyone can achieve financial progress with the right mindset and consistent action.