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Jeff Pappin

Jeff Pappin

Financial Adviser

Capri Financial Services Pty Ltd
Alexandra Headland, QLD 4572

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About

Jeffrey Pappin is an ASIC-registered financial adviser based in Alexandra Headland, Queensland, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Markets from the Securities Institute of Australia (1999) and a Professional Diploma in Stockbroking from Deakin University (2010), Jeffrey brings a wealth of knowledge and experience to his practice. He is authorized to provide advice on a range of financial products, ensuring his clients have access to the solutions that best suit their needs. Jeffrey specialises in providing advice and services in the following areas: • Superannuation advice • Wealth management • Securities • Derivatives • Government Debt Securities Whether you're planning for retirement, managing your wealth, or looking for expert guidance on securities and derivatives, Jeffrey can provide the professional support you need. Contact Jeffrey today to discuss your financial future and discover how he can help you achieve your objectives.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Securities trading Derivatives investment Government debt instruments Retirement planning

Client Types

Personal Investors

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000259252

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Jeffrey Pappin offer?

Jeffrey Pappin specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities. He can help you navigate these areas to achieve your financial goals.

What qualifications does Jeffrey Pappin have?

Jeffrey holds a Diploma of Financial Markets from the Securities Institute of Australia (1999) and a Professional Diploma in Stockbroking from Deakin University (2010).

How can wealth management advice from Jeffrey Pappin benefit me?

Wealth management advice from Jeffrey can help you grow and protect your assets, plan for the future, and achieve your financial goals. He'll develop a personalized strategy based on your unique circumstances.

What is the process for becoming a client of Jeffrey Pappin?

The process typically starts with an initial consultation to understand your financial situation and goals. From there, Jeffrey will develop a tailored financial plan and work with you to implement it.

What should I expect from my first meeting with Jeffrey Pappin?

During your first meeting, you can expect to discuss your financial background, goals, and any concerns you may have. This will help Jeffrey understand your needs and determine how he can best assist you.

Get in Touch

Contact Jeff directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.