Jeremy Chiel

Jeremy Chiel
Director

A practical, astute and understanding Adviser, with over 16 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.

Jeremy is one of the most professional people my husband and I have worked with during our 4 years in Australia. He managed the complicated business of transfer of our pension funds from overseas, taking care of all aspects with absolute efficiency and dedication.

He has also sorted out our insurances and superannuation so that we are finally able to form a coherent picture of our general financial health and feel confident that we are on track for the future.

No stone left unturned with Jeremy – he works hard to ensure that he delivers a top notch service, is an excellent communicator and always responds carefully to our questions (a rare thing these days). Friendly and approachable – nothing is too much trouble. A credit to his profession and I highly recommend him.


Dr Lisa Croucher
Medical Writer, Reed Medical Education