Jeff Potter
Financial Adviser
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About
Jeff Potter is an ASIC-registered financial adviser based in Adelaide, South Australia, committed to helping clients achieve their financial goals through comprehensive and personalized advice. Jeff brings a wealth of knowledge and experience to his practice, holding a Bachelor of Commerce (Finance and Accounting) from Flinders University, a Diploma of Financial Planning from the Financial Planning Association of Australia, and a Graduate Diploma in Applied Finance and Investment from Kaplan. His commitment to ethical practice is further demonstrated by completing Ethics and Professional Relationships training at QUT. Jeff is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He is passionate about empowering clients to make informed decisions that align with their individual circumstances and long-term aspirations. Key services include: • Superannuation advice • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Jeff today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jeff Potter offer?
Jeff Potter provides advice on superannuation, wealth management, securities, and government debt securities. He can help you create a tailored financial plan to meet your specific needs and goals.
What are Jeff Potter's qualifications and experience?
Jeff holds a Bachelor of Commerce (Finance and Accounting) from Flinders University, a Diploma of Financial Planning from the Financial Planning Association of Australia, and a Graduate Diploma in Applied Finance and Investment from Kaplan. He has been working in the financial services industry since 2003.
What is the process for working with Jeff Potter?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Jeff will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will ensure your plan stays aligned with your evolving circumstances.
What can I expect from a consultation with Jeff Potter?
During a consultation, you can expect a thorough and professional assessment of your financial situation. Jeff will listen carefully to your goals and concerns, and provide clear and concise explanations of your options. The aim is to empower you to make informed decisions about your financial future.
Does Jeff Potter offer advice for retirement planning?
Yes, Jeff Potter offers comprehensive retirement planning advice, including superannuation strategies, investment planning, and income projections. He can help you create a roadmap to achieve a comfortable and secure retirement.
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