Specialist in:

Practices out of:

Melbourne
Level 7, 161 Collins Street
Melbourne, VIC, 3000
Telephone: 03 9649 2400
Fax: 03 9649 2499

Jeremy Taylor

Private Client Adviser

About Jeremy

Jeremy is a Private Client Adviser in the Melbourne office for the Shadforth Financial Group.

Education and experience

Jeremy holds the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, thehighest qualification within the financial planning industry. Jeremy obtained a Bachelor ofCommerce from the University of Western Australia. He also holds a Diploma in FinancialPlanning and is a member of the Financial Planning Association of Australia.

In 2017, Jeremy was recognised in The Australian’s Top 50 Financial Advisers in Australia, in association with Barron’s. He has worked in financial planning since 2000. He first worked with firms in Perth beforejoining Shadforth Financial Group founding member Haintz Financial Services in Melbourne in2006. Over the years, Jeremy has gained significant expertise in the areas of superannuationplanning, wealth accumulation strategies, executive remuneration, tax planning and wealthprotection. His high quality, strategic advice helps clients make smarter decisions with theirmoney and achieve their lifestyle and financial goals.

Outside of work

Away from work, Jeremy enjoys spending time with his wife Natasha and daughter Saffron,travelling and eating. Jeremy is a beginner tennis player, average golfer and North Melbournesupporter. When not watching or playing sport, he can be found reading.

Blogs by Jeremy Taylor

Financial advice – just who can you trust?

24 Oct 2014

What does financial advice mean to you? Is it the flexibility to retire when you want? The opportunity to buy your dream house? Being able to put your kids through private school?

Financial Astrology … it’s all in the stars

18 Mar 2014

"The only function of economic forecasting is to make astrology look respectable" – John Kenneth Galbraith

Neither a borrower nor a lender be!

21 May 2013

Wise words from William Shakespeare's Hamlet, but maybe we need to update it for the 21st century - "be not a borrower".

The (not so) secret golden rule of financial planning

20 Mar 2013

At risk of being shunned by my financial planning colleagues, I am about to reveal to you our magic trick…financial success will come from one fundamental rule – spend less than you earn.