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Jefrey Betinol

Client Services – Review BSc

Jefrey joins My Wealth Solutions as a Client Service Officer within the Review Team, bringing nearly a decade of experience in financial planning. He holds a Bachelor of Science in Management Accounting and is focused on delivering excellent support to clients and contributing to the team’s success. Outside of work, Jefrey enjoys badminton, tennis and has a passion for music and singing.

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Experience

Jefrey holds a Bachelor of Science in Management Accounting and brings nearly a decade of experience in Financial Planning. He recently joined MWS as Client Service Officer within the Review Team and is enthusiastic about contributing to the team’s success while delivering excellent client support.

Expertise
Client Services
Get to know Jefrey Betinol

What do you wish people knew about financial planning?

It’s something everyone should value and prioritise. Financial planning is the key to achieving financial security and greater freedom in life.
Get to know Jefrey Betinol

What is your favourite thing about being part of the My Wealth Solutions team?

The warm and supportive culture at MWS, along with its strong focus on work-life balance.
Get to know Jefrey Betinol

If you could give one piece of advice to yourself from 10 years ago, what would it be?

Never limit your potential.
Get to know Jefrey Betinol

What’s your weirdest office habit?

Having coffee or tea every midday. It’s a small ritual that helps me recharge and stay focused.

Let’s have a chat, obligation free!

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