Jeffrey Morel
Financial Adviser
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About
Jeffrey Morel is an ASIC-registered financial adviser based in Cheltenham, Victoria, dedicated to helping clients achieve their financial goals with clarity and confidence. Jeffrey holds an Advanced Diploma of Financial Services from Kaplan Education Pty Ltd (2009) and a Diploma of Financial Planning from Intellitrain Pty Ltd (2012). Continuing his commitment to providing comprehensive care, Jeffrey completed an Aged Care Course with Kaplan Higher Education in 2024. As a proud member of the Financial Advice Association of Australia (FAAA), Jeffrey adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Jeffrey specialises in superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jeffrey offers tailored financial solutions to meet your unique needs, including: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jeffrey today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What services does Jeffrey Morel provide?
Jeffrey Morel offers a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. He tailors his advice to meet your individual financial needs and goals.
What qualifications does Jeffrey Morel have?
Jeffrey Morel holds an Advanced Diploma of Financial Services from Kaplan Education Pty Ltd, a Diploma of Financial Planning from Intellitrain Pty Ltd, and has completed an Aged Care Course with Kaplan Higher Education. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Jeffrey Morel approach financial planning?
Jeffrey takes a client-centric approach, starting with understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan to help you achieve your objectives, providing ongoing support and guidance along the way.
What can I expect during my first meeting with Jeffrey Morel?
During your initial consultation with Jeffrey, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Jeffrey will explain his services and how he can help you achieve your objectives. This meeting is an opportunity for you to get to know Jeffrey and determine if he is the right financial adviser for you.
Can Jeffrey Morel help me with my retirement planning?
Yes, Jeffrey specialises in retirement planning and can help you develop a strategy to ensure a comfortable and financially secure retirement. He can provide advice on superannuation, investments, and other retirement savings options.
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