Jeff commenced working in the financial services industry on 17 July 1978 at age 16. His first role was as a filing and mail clerk for Insurance and Investment company Prudential.
Jeff completed further formal studies as well as industry required studies and joined financial planning firm Westcott Financial Services as a Junior Financial Planner in 1989 at age 27.
This year Jeff will celebrate 30 years as a financial adviser in what has been an industry that has continually changed. Jeff is very proud to have been able to provide ongoing and proactive financial planning advice to a number of clients through the various stages of their life – employment and business, retirement and even with aged care.
Client service has always come first with Jeff taking pride in being able to give clients the strategies to strive for financial security and then to have the confidence to live life in retirement while maintaining financial choices.