Jeffrey Bowman is the Principal and a Senior Financial Adviser of WB Financial Rokeby Rd. Jeff established his financial planning organisation in 1989 and became an authorised representative of WB Financial in 2000.
Jeff offers over 23 years of experience in the investment advisory and financial planning industries with both corporate and private clients. He specialises in all areas of succession and retirement planning, investment, insurance and superannuation including self-managed super funds.
Jeff’s holistic approach to the personal financial planning needs of his clients places them in the best position to achieve their lifestyle choices, maximising investment opportunities and managing cash flow and retirement needs. Further to this philosophy Jeff offers a pro bono service to all children of current clients to give them the best financial start in life working towards future financial freedom.
Boyd Bruining is a Senior Financial Adviser with WB Financial Rokeby Rd. As a result of Boyd’s 15 years’ experience within the financial services industry he specialises in wealth enhancement and preservation through strategic asset allocation advice, retirement and estate planning, personal/business risk insurance, investment portfolios and self-managed super funds.
Boyd’s holistic approach to financial planning has resulted in an ability to communicate strategies and advice “in plain English” to our diverse range of personal and corporate clients. Coupled with an extensive knowledge of the key drivers required for success, Boyd ensures our clients have as much success as possible in achieving their financial goals and objectives.
Client Relationship Manager
Jason Cox is the Client Services Manager at WB Financial Rokeby Rd. He has a wealth of experience within the financial services industry focussed on superannuation, insurance, administration and client services.
Administration and back office support is pivotal to WB Financial and Jason’s priority is co-ordinating and delivering the client relationship program, focused on ensuring clients receive the highest quality advice and communication.