Specialisation
Insurance
Planning
In their own words
With over 40 years of experience in the Australian financial planning profession, I am a seasoned financial adviser specialising in serving the unique needs of regional communities. I bring a wealth of knowledge and expertise to help individuals and families navigate their financial goals with tailored strategies. From retirement planning to investment strategies, I am dedicated to providing personalised solutions that make a meaningful difference in my clients’ financial well-being.
While I reside in Bendigo, I work flexibly across the wider Loddon Mallee region, meeting clients where it suits them best and providing accessible, on-the-ground financial advice throughout regional Victoria.
Qualifications and Memberships
- Advanced Diploma of Financial Planning
- Member of the Financial Advice Association Australia
Service areas
BallaratSpecialisation
Insurance
Planning
Talk to Jeff about your plans
A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.
Ballarat
Team
Jeff Swan
Executive Advisor
