About Me

Jeremy is a Financial Planner at Empower Wealth, with expertise in Superannuation, investments, personal protection (insurance), and retirement planning. He holds a Master of Financial Planning and a Graduate Certificate in Applied Finance. Jeremy is a Financial Planner AFP® with the Financial Adviser Association Australia (FAAA) and a Certified Financial Technician® designated by the International Federation of Technical Analysts (IFTA), with skills in analysing stocks & share markets.

Jeremy focuses on retirement planning for clients over 50, emphasising the importance of ensuring sufficient income to support desired lifestyles post-retirement while optimising tax savings for asset transfer to future generations. For clients under 50, Jeremy assists in wealth creation for achieving financial goals, whether it’s saving for a home, education, or business startup.

Superannuation is another area of expertise for Jeremy, having handled numerous review cases during his tenure as a financial adviser with AMP. He emphasises the significance of understanding and optimising Super as a retirement savings vehicle, potentially adding significant value over time through fee reduction and cost optimisation.