Jeff Wain
Financial Adviser
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About
Jeff Wain is an ASIC-registered financial adviser based in South Yarra, VIC, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a strong academic foundation including a Bachelor of Economics from Monash University (1982), a Graduate Diploma in Taxation from Monash University (1988), and a Graduate Diploma in Advanced Financial Planning from CPA/SIA (1998), Jeff brings a wealth of knowledge and experience to his practice. Jeff further holds the CFP designation from the FPA (2000) and the SMSF Specialist Advisor (SSA) Accreditation from the SMSF Association (2005), demonstrating his commitment to excellence and specialized expertise. He is a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), Finsia, the SMSF Association, and the Taxation Institute of Australia. Authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, life risk insurance, securities, retirement savings accounts and government debt securities, Jeff is well-equipped to address diverse client needs. His services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Life Risk Insurance Whether you are planning for retirement, managing your investments, or seeking to protect your assets, Jeff offers tailored solutions to help you achieve financial security and peace of mind. Contact Jeff today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Jeff Wain offer?
Jeff Wain specialises in superannuation advice, insurance, wealth management, and retirement planning. He also provides advice on life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Jeff Wain have?
Jeff holds a Bachelor of Economics, a Graduate Diploma in Taxation, a Graduate Diploma in Advanced Financial Planning, the CFP designation, and the SMSF Specialist Advisor Accreditation. He is also a member of CPA Australia, the Financial Advice Association of Australia, Finsia, the SMSF Association, and the Taxation Institute of Australia.
How can Jeff Wain help me with my retirement planning?
Jeff can help you develop a comprehensive retirement plan tailored to your individual circumstances, including strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable retirement income.
What is the process for working with Jeff Wain?
The process typically begins with an initial consultation to discuss your financial goals and needs. Jeff will then develop a personalised financial plan, which he will review with you before implementing. Ongoing reviews and adjustments are conducted to ensure your plan remains aligned with your evolving circumstances.
Can Jeff Wain help me with SMSF advice?
Yes, Jeff is an SMSF Specialist Advisor (SSA) accredited by the SMSF Association and is well-equipped to provide expert advice on all aspects of self-managed super funds.
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