Jeremy finds working with his clients to reach personal and financial goals rewarding.
Through discussions with his clients he develops strategies that are tailored specifically to meet their goals and objectives and provides high quality advice to clients at varying stages of life, whether they are wealth creators, transitioning to retirement or looking to enjoy retirement.
By taking a holistic approach with his clients, he provides advice on: investments, superannuation, maximising Centrelink benefits and assists clients with estate planning strategies. He then presents the advice in a clear and simple to understand manner.
Jeremy has been with Prescott Securities since 2010 and achieved the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2017. This experience and qualification ensures his clients receive the highest quality advice.
Outside of work, Jeremy likes to lead a healthy and active lifestyle and is passionate about competing and training for triathlon, cycling and running events. He is regularly at the top end of his age group and with his strong work ethic, plans to remain there. His ultimate aim is to qualify for the Hawaii Ironman! He is also a board member of Triathlon South Australia.