Jeremy Douglas CFP®
About Me
Jeremy Douglas is a Financial Adviser, an Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan) and a director of Summit Financial Planning a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd.
Jeremy is authorised to provide advice in relation to the following financial products:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending
- Tax (financial) advice services
This means that Jeremy can assist you in meeting your financial planning needs and objectives in these areas, which include personal insurances, saving and investment as well as superannuation, retirement planning strategies and tax (financial) advice services.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 11 Years