Financial Adviser
· TURNER, ACT
Jeremy Hall
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001816
Jeremy Hall is a financial adviser based in Turner, Australian Capital Territory, with 16 years of experience in the financial services industry. Jeremy is currently authorised under Personal Financial Services Ltd. Jeremy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending
Kaplan Professional
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Master of Financial Planning
Kaplan Higher Education Pty Limited
2018
SMSF Core Course
DBA Network Pty Ltd
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education