Jeremy finds working with his clients to reach personal and financial goals rewarding.
Through discussions with his clients Jeremy develops strategies that are tailored specifically to meet their goals and objectives and providing high quality advice to clients at all stages of life, whether they be wealth creators, those transitioning to retirement or those looking to enjoy retirement.
By taking a holistic approach with my clients, Jeremy provides advice on; investment, superannuation, maximising Centrelink and help with estate planning strategies. He then present the advice in a clear and simple to understand manner.
Jeremy has been with Prescott Securities for over five years and is currently completing his CERTIFIED FINANCIAL PLANNER® (CFP®) designation. This experience and his qualifications ensure clients receive top quality advice.
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, with a strong work ethic plan to remain there. Jeremy's ultimate aim is to qualify for the Hawaii Ironman! Jeremy is also a board member of Triathlon South Australia.