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Jeff Morel

About Me

Experienced Adviser specialising in Superannuation and Retirement Planning, Centrelink Advice, Tax Minimisation, Wealth creation and Personal Insurance.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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