Jez is passionate about forming strong long-term relationships and providing his clients with comprehensive financial planning advice in superannuation, retirement planning, investments and risk management.
Jez is a Certified Financial Planner (CFP) through the Financial Planners Association of Australia (FPA).
Jez has been in the financial services industry since 1984 and providing clients with wealth creation, protection and retirement advice since 1995.
Most recently Jez was a Financial Planner at Telstra Super Financial Planning for ten years. Previously, Jez held various roles with the ANZ Banking Group for over twenty years that included Financial Planner for ten of those years. Jez joined Aon Hewitt in April 2016.
- Retirement planning
- Wealth protection
- Pre-retirement planning
- Risk management