0409 753 651
jeff.morel@finlife.net.au
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About Us

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About Us

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

About Finlife

We believe in balance. Our aim is to help our clients secure their future while enjoying their lifestyle today.

Our Company was established in September 2014 and since then we have been providing Financial Planning Solutions to a wide range of clientele.

Jeff Morel has been in the financial Services Industry since 2006 and has a vast range of experience in areas such as Superannuation, Self Managed Super, Investments, Tax Planning and Personal Insurance.

Operating out of offices in Cheltenham, Mornington and Port Melbourne we’ll work with you to ensure you achieve the right outcomes for your Financial Needs.

Our Approach

Complex made simple

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

You are unique

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Straight forward fees

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Complex made simple​

We provide you with the education you need to clearly understand your financial strategies.

You are unique​

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage of life, throughout all the challenges and victories.
Get in Touch
Call 0409 753 651
Our Location

302 Charman Rd Cheltenham, Vic 3192
Mailing Address

302 Charman Rd Cheltenham, Vic 3192
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Linkedin-in

Jeff Morel, Authorised Representative No. 320830 and FinLife Pty Ltd ABN 11601252279, trading as FinLife Financial Planning is a
Corporate Authorised Representative (No 1007036) of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No 449221 www.centrepointalliance.com.au/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

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