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About Me

Jeremy provides strategic financial advice to high-net-worth families and not-for-profit organisations, covering matters including portfolio management, superannuation, tax, and retirement planning.

Jeremy commenced his career at JBWere and has over 14 years’ experience in wealth management. Jeremy holds a Master of Business Administration from Melbourne Business School and a Bachelor of Commerce from the University of Melbourne.

Areas of Focus

  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 3 Years
  • Licensed By
    Licensed By Canaccord Genuity Financial Limited
CERTIFIED FINANCIAL PLANNER®

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