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Clarity creates confidence
Jeremy works in a team with Tom Collinson and Andrew Thompson. The team provides portfolio management and strategic financial advice to high net worth families and not-for-profit organisations.
Every client has different needs, challenges, and aspirations – succession issues, liquidity concerns, philanthropic desires, concentration risks, lifestyle goals. The team brings clarity to these issues before building a comprehensive plan to address them.
Wealth strategy and portfolio management endeavours are considered in tandem. By understanding a client’s entire financial situation, the team is in the best possible position to advise on both fronts.
Authorisations
Financial advisers register - Moneysmart.gov.au
Jeremy Zehnwirth can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility
- Derivatives
Jeremy is accredited to provide tax (financial) service advice.
Qualifications
- Certified Financial Planner®, 2025
- Accredited Derivatives Adviser Level 1, Kaplan, 2022
- Graduate Diploma of Financial Planning, Deakin University, 2021
- Master of Business Administration, Melbourne Business School, 2016
- Bachelor of Commerce, University of Melbourne, 2010