Jeffrie Erandio
Jeffrie joined Future Assist in 2024 as an Investment Advisor, working with Jonothan to build the Future Wealth Advisory business. He brings with him 7 years of valuable experience in the financial services industry. His expertise encompasses admin and paraplanning support to Financial Advisors, SOA & ROA drafting using XPlan, implementation of advice assistance, and client data management, including third-party product investigation.
Outside of work, Jeffrie enjoys playing darts with friends and going on road trips with family and cousins.
Get in touch.
Take the first step towards a brighter financial future. Reach out to Future Assist today.
Due to strong, ongoing demand and our commitment to delivering personalised, high-quality guidance, we’ve moved to a referral-only model for new engagements.
If you’ve been referred by a current client, please mention their name when you get in touch.
"*" indicates required fields