Jeff Pappin
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
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Options and Warrants
Self-Managed Super Funds
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Diploma of Financial Markets
Professional Diploma in Stockbroking
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Derivatives Level 2
Financial Planning
Generic
Managed Investments
Margin Lending
Securities
Superannuation
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.
