Jeff Potter
BCom FFIN DipFP
Senior Private Client Adviser
I provide experienced tailored proactive advice to assist clients in building and managing their wealth, whilst assisting them to reach their long term goals. My client relationships are built on trust and credibility.
Investment Style
Services and Specialties
Financial Planning
Self-Managed Super Funds
Stockbroking
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce (Finance and Accounting)
Ethics and Professional Relationships
Graduate Diploma of Applied Finance and Investment
Associations
No items found.
Competencies
Financial Planning
Generic
Managed Investments
Margin Lending
Securities
Superannuation
I am a partner of Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - Exchange Place. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits. As a Partner of Exchange Place Investments Pty Ltd., I will be entitled to a share of profits.
I am employed by Exchange Place Investments Pty Ltd, which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me as your adviser by way of salary. As a shareholder of Exchange Place Investments Pty Ltd, I may be entitled to a share of profits.
