Private Client Adviser
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
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?
18 Mar 2014
"The only function of economic forecasting is to make astrology look respectable" – John Kenneth Galbraith
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".
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.