Wealthpoint Financial Planning provides advice on investments, insurance, superannuation, cashflow/budgeting and debt management, in addition to retirement and estate planning advice.
We are located in Canberra and look after clients in the nation's capital and surrounds.
Iain Jeffery is the Managing Director of Wealthpoint Financial Planning
Background and Experience
For over 20 years I've provided personal financial advice to clients, helping them to achieve their goals and enjoy a financially comfortable life. I started in a small family owned business looking after pre-retirees and retirees, and have since worked in large institutions, an industry fund, private client firms, and specialised planning firms who focused on niche offerings with SMSFs and personal insurance.
My experience over such a wide range of financial planning offerings allows me to easily identify how we can help our clients, or when we may need specialist assistance to ensure they receive the best possible advice.
My focus is on serving clients who will appreciate and benefit from the high quality advice we provide.
I hold a Masters degree in Financial Planning, a Bachelor of Science, an Advanced Diploma in Financial Services, and specialist credentials in Self Managed Super Fund advice.
I live in Coomera Waters on the Gold Coast with my wife, 2 daughters and our dog Charlie. We moved here in December 2022 and are looking forward to getting to know the area and some of our wonderful clients in Queensland.
With 2 young children it seems that spare time is not available often, but it's usually spent watching movies, NRL, or reading a book.
Graeme Davy is an Authorised Representative 1000299 of Interprac Financial Planning AFSL 246638
Background and Experience
Graeme has been providing financial advice to clients since 2002, with a particular focus on enabling his clients to enjoy a financially comfortable lifestyle in retirement. His experience includes working for large institutions including specialist financial planning companies and also one of Australia's biggest industry super funds.
Graeme enjoys working with a wide range of clients with varying degrees of financial experience and provides a trusted partner for their financial planning needs.
Graeme holds a Masters degree in Bachelor's Degree in Business, majoring in Finance, and the Diploma in Financial Planning. He is also a Certified Financial Planner, which is the highest internationally recognised qualification for the Financial Planning industry.
Graeme moved to Canberra over 7 years ago from the sunny Gold Coast and enjoys watching sport, live bands, listening to decent rock music and testing a beer or two for quality control purposes on his weekends.