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.
No results were found