Our People

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TOBY JEFFERIS

Senior Investment Adviser

Toby has been in the finance service industry for more than 10 years, joining DJ Carmichael in 2004. During this time, he has worked with retail, corporate and institutional clients with his services incorporating investment and superannuation portfolio advice, wealth creation strategies, strategic investment and asset allocation advise. With his extensive experience, Toby researches and pursues excellent investment opportunities across the broad spectrum of investment and global markets.


Q&A

Why did you choose the Finance Industry?

My parents encouraged me to become involved with shares at an early age and the interest grew from there.

What has been your career highlight?

Giving a presentation to a multi-billion dollar fund on Wall Street.

What is your favourite thing about your job?

That no two days are the same, as the volatility in the markets is always presenting new opportunities and challenges.

What is your favourite thing outside your job?

I enjoy golf, surfing, boxing and travel.

Give us an interesting fact about yourself?

I grew up on a farm in the Wheatbelt.