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Efficiency and Simplicity Result in Confidence and Trust
Jeremy works in a team with Tom Collinson and together they provide portfolio management and strategic financial advice. Both have spent their entire careers in wealth management and are deeply passionate about helping the clients they work with.
Their overall objective is to help busy families take control of their personal wealth and cultivate a life where money provides opportunities, not additional stress.
Every family has different needs, challenges, and aspirations – succession issues, liquidity concerns, philanthropic desires, concentration risks, lifestyle goals – but Jeremy and Tom apply a consistent lens of simplicity and efficiency to ensure these issues are addressed in a manner that builds confidence and shared understanding.
Wealth strategy and portfolio management endeavours are considered in tandem. It is important the two inform each other and by building a comprehensive understanding of a family’s entire situation, Jeremy and Tom are 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
Jeremy is accredited to provide tax (financial) service advice.
Qualifications
- 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