Jeff Bowman Email & Phone Number

Perth, Wa, Au

Perth, Western Australia, Australia

At Wealth by Design, we believe that professional relationships can make or break your wealth accumulation, finance and business goals.At Wealth by Design by JB Hub is a group of experts with long term expertise across the financial, insurance and commercial business sectors and the automation and integration of data.In conjunction with our own in-house solution services, we have well developed associations with "best of category" service providers.Some recent and some well-established over many years, but all vetted to ensure the highest standard of service provision is guaranteed.JB Hub offers industry-leading expertise and services in the following key areas.• Financial Planning• Home & Vehicle Finance• Novated Car Leasing• Digital Wealth• Insurance Claims (TPD & Terminal Illness) • Web & IT Services• Data Planning (Integration & Automation of Data – SME market specific)To find out more about how we can help, please contact me directly on the details below.☏ 0417 767 797✉ jeff@wealthbydesign.com.au

Australia

Novated Car Leasing Options is a leading provider of innovative vehicle leasing solutions in Australia. With a deep understanding of the novated leasing process, we specialize in offering comprehensive car leasing options that maximize the benefits for both employees and employers. Our team of experts simplifies the complexities of novated leasing, allowing individuals to enjoy the convenience and cost savings associated with this flexible vehicle finance solution. We work closely with employees, employers, and fleet managers to customize leasing packages tailored to individual needs, ensuring a seamless and hassle-free experience. Discover the advantages of novated car leasing and explore our range of services at https://novatedcarleasingoptions.com.au/

Australia

Perth, Western Australia, Australia

Wealth Tree Solutions is a leading financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. With a strong focus on personalized service and tailored solutions, we provide comprehensive wealth management services, retirement planning, investment strategies, and risk management solutions.

Perth, Western Australia, Australia

In June 1995, I played a pivotal role in establishing WB Financial Management as a leading financial planning firm in Australia. WB was recognized as the first company in the country to introduce a groundbreaking "Fee for Service" model, challenging the conventional Transactional Financial Planning approach preferred by banks.Working from the Perth office, I spearheaded the development and implementation of innovative financial literacy programs, workshops, and personalized consultations for employees of mining and oil and gas companies based in remote locations across Western Australia and the Northern Territory. These initiatives were delivered under the Fee for Service model pioneered by WB.Starting in 2002, I initiated a successful partnership with Rio Tinto, beginning with ERA, a uranium mine site located in Jabiru, NT, which employed around 450 individuals. This collaboration lasted for a decade until 2012, positively impacting the financial well-being of numerous employees including local indigenous employees. Additionally, I extended our services to other remote locations, catering to the employees of esteemed organizations such as ConocoPhillips, BHP, Panoramic Resources, and Lan Franchi Kambalda. Notably, our engagement with the BHP Ravensthorpe Nickel Mine (WA) continues to this day under the ownership of First Quantum Minerals Ltd.Throughout my tenure at WB Financial Management Pty Ltd, I demonstrated my dedication to empowering individuals with financial knowledge and delivering tailored solutions to meet their unique needs. I am proud to have been part of a pioneering team that revolutionized the financial planning industry and positively impacted the lives of countless employees in the resource sector.

Subiaco, Western Australia, Australia

Education record

High School