Financial Adviser · YARRALUMLA, ACT

Jeremy Robert Gillman-wells

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000249437

Jeremy Robert Gillman-wells is a financial adviser based in Yarralumla, Australian Capital Territory, with 25 years of experience in the financial services industry. Jeremy is currently authorised under Akumin Financial Planning Pty Limited. 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2003

Graduate Diploma of Business Administration

Charles Sturt University

2007

Certified Financial Planner

Financial Planning Association of Australia (FPA)

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register