Toby Jefferis

DJ Carmichael

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 management, wealth creation strategies, strategic investment and asset allocation advice. With his extensive experience and expertise, Toby researches and pursues excellent investment opportunities across a broad spectrum of investments and global markets.

Toby is RG146 compliant and is licensed by DJ Carmichael to offer the following financial services :

  • Equities
  • Derivatives
  • Managed Funds
  • Margin Lending
  • Superannuation
  • International Equities