Jeffrey Wrightson

Executive Director | Managing Partner

Jeffrey has extensive knowledge in financial services from decades of experience in chartered accounting; merchant banking; a key adviser in the transformation of Perpetual Private Clients; 15 years with Macquarie Group Limited; and as a partner in two boutique financial planning firms, most recently Sovereign Wealth Partners.

His broad expertise in developing tax effective strategies; financial markets; superannuation and estate planning, enable Jeffrey and the team to analyse complex issues and provide comprehensive solutions, including proactive investment portfolio management, particularly for high net worth clients.

Area of Expertise

Investment and portfolio construction
Taxation and structures
Superannuation
Retirement planning
Estate planning guidance
Qualifications & Memberships

Qualifications

Bachelor of Business
Diploma in Financial Planning
Certified Financial Planner®

Memberships

Fellow Certified Practising Accountant
Fellow of Finsia
Outside Work

President of Manly Warringah Athletics Club, plus sprint training in Masters athletics; coastal walks with my wife every weekend; and never-ending garden maintenance!
More about

What is the most adventurous thing you’ve done?

A toss-up between talking my way out of being robbed at knifepoint in the Soviet Union in the 1980’s, or flying on a trapeze at a Club Med evening show in Malaysia.

What’s the best piece of advice you’ve ever received?

Indirectly through the song by Monty Python – Always Look on the Bright Side of Life!

Jeffrey Wrightson

Executive Director | Managing Partner

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