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Jeremy
@jeremywan1999
Associate Financial Adviser
Austrália
Chinês, Inglês
Sobre mim
I love turning complex financial concepts into simple, practical strategies that people can use confidently. Whether it’s individuals, business owners, or stay‑at‑home parents seeking stability, I focus on making finance clear, actionable, and reassuring. My work blends clarity, empathy, and structure to help people feel informed and in control. Outside of finance, I am a golfer, grounded by the patience, consistency, and thoughtful strategy the game teaches.
Habilidades
Jeremy
offline •
Tempo médio de resposta: 1 hora
Conheça meus serviços
Consultoria de Aposentadoria
I will help you with australian financial planning and superannuation
Experiência profissional
Associate Financial Adviser
Omnis Group Business Specialists Perth • Período integral
Jun 2025 - Present • 1 yr 4 mos
Associate Financial Adviser | Omnis Private Wealth Support financial advisers in delivering strategic financial advice, preparing compliant SoAs and RoAs, and analysing clients’ superannuation, investments, insurance and retirement strategies. Participate in client meetings, assist with strategy development and implementation, and translate complex financial concepts into practical recommendations, while developing hands-on experience in client engagement and the delivery of comprehensive financial planning advice.
Paraplanner
Smith Coffey • Período integral
Jul 2023 - Jun 2025 • 1 yr 11 mos
Paraplanner | Smith Coffey Supported financial advisers in preparing compliant SoAs and RoAs, conducting investment and superannuation research, reviewing client portfolios, and implementing advice. Developed Excel/VBA financial planning calculators and investment rebalancing tools to improve efficiency, while gaining hands-on experience across superannuation, investments, insurance, retirement and SMSF strategies.
