Profile - Jeff Faulkner

Jeff Faulkner Authorised Representative     175 Goondoon Street Gladstone QLD 4680       Tel:(07) 4972 8822 Fax: (07) 4972 7182 Mob: 0428 120 771 Email: jeff.faulkner@elders.com.au   Australian Securities and Investment Commission (ASIC) Authorised Representative number is 255601

Jeff has been involved in the financial services industry for over 25 years, and a financial planner since 1988.   Jeff holds a Foundation Diploma of Financial Planning as well as an Advanced Diploma in Financial Services (Financial Planning).  He is an Associate Member of the Financial Planning Association.  Jeff has obtained accreditation to advise on Self Managed Super Funds and Sequal (Equity Release Products), as well as being accredited to advise on Salary Packaging both nationally and on behalf of Qld Government through Remserv.

Jeff has lived in Gladstone since 1995 and has had experience in a wide range of Banking, Financial Planning and Life Insurance services, especially in rural areas.  As an Authorised Representative, Jeff believes in helping his clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions.

Services

Jeff is authorised to provide a wide range of facilities to you, including: 

• Investment Planning
• Wealth Accumulation Advice
• Risk Planning Management
• Superannuation Advice
• Retirement Planning Advice
• Business or Farm Succession
• Estate Planning
• Centrelink (Social Security) Advice
• Tax Efficient Strategies