A city skyline at night with a boat in the water.
Jeff Pappin

Jeff Pappin

Authorised representative number: 000259252

Private Client Adviser

I have been a private client adviser since 1998 and understand the importance of tailored advice for my client base.
I have a wealth of financial industry experience that provides my clients with a clear path to achieving their financial goals.

Investment Style

Jeff specialises in long and short-term portfolio strategies, the use of derivatives with the aim of income enhancement and a focus on tracking superior management.

Services and Specialties

Options and Warrants
Wealth Management
Self-Managed Super Funds
Superannuation Advice
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management

Qualifications and Professional Affiliations

Professional Diploma in Stockbroking
Diploma of Financial Markets


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Managed Investments
Derivatives Level 2
Margin Lending
Financial Planning
Derivatives Level 1
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of percentage of fees.