With over two decades of experience in financial services, Jeff brings a visionary and client-centric approach to his leadership at Principal Edge. As CEO, Jeff guides the firm’s mission to deliver personalised financial advice that empowers clients to live healthy, wealthy, and happy lives.
Jeff’s philosophy goes beyond the numbers. He believes financial well-being is about clarity, confidence, and connection, helping clients build and protect their wealth in ways that support the people and values that matter most. Under his leadership, Principal Edge continues to evolve as a forward-thinking business focused on enhancing the quality of life for every client.
A strong advocate for professional excellence, Jeff served for five years as Director of the Association of Financial Advisers and holds a GAICD from the Australian Institute of Company Directors. His strategic insight and deep industry knowledge are matched by his commitment to mentoring his team and fostering a culture of growth, collaboration, and purpose.
Jeff leads with empathy and vision, encouraging advisers to think holistically and act with integrity. His focus on client outcomes ensures that every piece of advice is tailored, thoughtful, and aligned with long-term well-being.
Away from work, Jeff is a proud husband and father of two. His dedication to family mirrors his professional mission: helping clients build futures that truly support what matters most.
SPECIALIST AREAS
- Sophisticated Investment Advice
- Family Office Services & Governance
- Financial literacy and next-generation education
- Adviser mentoring, leadership, and team development
- Team mentoring and talent development
- Culture building and values-driven leadership
Contact Jeff
jefft@principaledge.com.au