Jeff Withanage
Client SupportImportant details
QualificationsOn the job
Jeff supports our advisers with administrative tasks to keep our client’s financial journey on track. In his role, Jeff is gaining practical experience in the financial planning process supporting his existing qualifications
Off the clock
Jeff enjoys problem‑solving and understanding how things work. He loves breaking down challenges, whether it’s fixing his car with YouTube tutorials or simplifying complex financial topics he’s studying. He plays guitar, piano, and drums, and is also interested in Bonsai plants. With a background in Mechanical Engineering, Jeff has learnt to balance systematic thinking with creativity.
The people behind your financial journey
We’re a team of professionals with unique experiences and specialities, which collectively allow us to deliver a truly holistic service. Whether we're working behind the scenes or discussing financial planning or mortgages with you, we're each committed to putting you in control of your financial future.