Senior Financial Planner – Mike Jeffs

Michael Jeffs BBus (Eco & Fin) CFP®

Senior Financial Planner

Michael has worked in the financial services industry since 2003, when he first started in a Client Services role. Michael later progressed into positions focused on the provision of advice; first as a Paraplanner and then Financial Planner. Michael became a Director of Portfolio & Wealth Management in 2014. Michael is now a Senior Financial Planner at Battistella Financial Services.The transition through roles has broadened Michael’s understanding of the financial planning process; from first appointment through to regular ongoing service. This understanding has helped shaped the provision of tailored advice.

Michael has a Bachelor of Business (Economics and Finance) with distinction from RMIT University and has achieved CFP® certification from the Financial Planning Association of Australia (FPA). He is an Authorised Representative of Garvan Wealth Management.

Several large industry and corporate superannuation funds regularly refer their members to Michael for advice, as recognition of the high standards of advice provided by Michael.

In 2016 Michael was recognised amongst his peers with the Godfrey Pembroke new Planner Achiever Award. This was in recognition of Michael’s tireless effort and dedication to providing advice to his clients.

Michael’s role as a Senior Financial Planner involves working closely with clients in providing strategic, product and investment advice focusing on cash flow, wealth creation, tax management, wealth & asset protection, superannuation, structures, debt management, healthcare and estate planning.

A fee for advice approach and acting in his client’s best interest at all times are cornerstones of Michael’s beliefs in the provision of advice.

Michael provides his clients with individual tailored advice focusing on their goals and values, while incorporating current technical and strategic planning. He prides himself on forging strong relationships with clients and enjoys watching as the strategies implemented flourish to allow clients to achieve their goals.