Trainer and Assessor
Jeffrey has over 29 years experience within the financial service industry; the majority as a principal director of a financial service company providing advice from general insurance, risk products, lending products and investment strategies including the implementation and management of many large corporate superannuation schemes.
He remains a practicing financial planner, consulting to a small number of clients after finalising the sale of his companies in 2010. Jeff holds a Master of Dispute Resolution, CFP status with the FPA, Diploma’s in Financial Planning, Finance & Mortgage Broking and Management together with Training and Assessment qualifications.
He currently managers a National Mediation organisation which specialises in Workplace conflict resolution through mediation, facilitation, coaching and training services.
He brings these experiences and skills to the Institute of Strategic Management as an industry and academic contributor for the design, delivery and assessment of students completing many qualifications within the financial services and management sector.