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Jeremy Taylor, a Private Wealth Adviser in Melbourne VIC

Jeremy Taylor

Private Wealth Adviser, Melbourne
Level 7, 161 Collins Street, Melbourne VIC

Jeremy is a Private Wealth Adviser in our Melbourne office

About Jeremy

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

Education and experience

Jeremy holds the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest qualification within the financial planning industry. Jeremy obtained a Bachelor of Commerce from the University of Western Australia. He also holds a Diploma in Financial Planning 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 before joining Shadforth Financial Group founding member Haintz Financial Services in Melbourne in2006. Over the years, Jeremy has gained significant expertise in the areas of superannuation planning, wealth accumulation strategies, executive remuneration, tax planning and wealth protection. His high quality, strategic advice helps clients make smarter decisions with their money 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 Melbourne supporter. When not watching or playing sport, he can be found reading.