Team Members

Jeff Munro

Director / Adviser

Jeff has been solving financial challenges for more than 20 years, earning him a reputation for getting things done with practical and affordable solutions.

He started his career in Wagga Wagga and worked in various roles with MLC Wealth in Melbourne before opening his own practice in 2015.

Jeff leverages his extensive experience from both private practice and corporate environments to deliver considered advice to his clients.

Married to Simone with two children, on weekends you’ll find him doing the rounds of junior sport and enjoying time with family and friends.

Qualifications and Designations

•  Bachelor of Business (Business Management) - CSU
•  Diploma of Financial Planning (DFP 1 - 8), FPA
•  Certified Financial Planner (CFP®), FPA
•  Strategic Leadership Program, Stanford University

Professional Memberships

•  Financial Planning Association (FPA), CFP® Professional
•  Self-Managed Super Fund Association,
    SMSF Specialist Adviser
•  Australian Institute of Company Directors (AICD), GAICD