A practical, astute and understanding Adviser, with over 13 years experience in the industry.
Jeremy is dedicated to ensuring his clients receive the best possible advice, and developing long term relationships to deliver the best financial outcomes. He has a thorough understanding of a range of strategies and technical areas and his passion for financial planning ensures he is up to date with investment markets and industry changes.
Jeremy’s qualifications include a Bachelor of Commerce – Financial Planning (Griffith University) and a Diploma of Financial Services – Financial Planning (FINSIA). Jeremy has also obtained the highly respected industry qualification of CERTIFIED FINANCIAL PLANNER™. As an active member of the Financial Planning Association of Australia (FPA), Jeremy attends conferences and professional development events to further his knowledge.
Outside of work Jeremy enjoys being active through several sports, in particular tennis and cycling. Visiting family interstate and overseas is important to Jeremy as is spending time with friends.
Jeremy is available for appointments at our Sydney office and also has options for online and phone appointments.