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Iain Jeffery

Director, Senior Investment Adviser

Iain joined the team at Evans and Partners in 2018 after working in other key roles within Evans Dixon.

He has been working in financial markets since 2001, starting at the ANZ bank before moving into an advisory role. Over the next 14 years Iain worked with large institutions and boutique firms advising clients on how they could structure, grow, and protect their investments.

For the past few years Iain was Senior Advice Practice Manager in the Evans Dixon group, providing his knowledge and expertise to advisers as a specialist resource, before choosing to return to his favoured client-facing role as an investment adviser.

In his current role Iain provides clients with advice on asset allocation and portfolio construction, developing and implementing investment strategies for high-net-worth individuals, companies, and not-for-profit organisations to help them meet their investment goals.

He holds a Master of Financial Planning from the University of Sunshine Coast and is a Certified Financial Planner. He also has a Bachelor of Science in Biotechnology from the University of New South Wales and further qualifications in foreign exchange trading and margin lending.

P: +61 2 9432 3097