Financial Adviser
· MANY, NSW
Jeremy Peter Darnell
No disciplinary history on record with ASIC
MANY,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311939
Practice
Manly, NSW (practice address on ASIC register)
Licensed through Fortitude Private Wealth
About Jeremy Peter Darnell
Jeremy Peter Darnell is a financial adviser based in Many, New South Wales, with 19 years of experience in the financial services industry since 2007. Jeremy works at Personal Cfo, which is licensed through Fortitude Private Wealth. Jeremy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeremy's qualifications include a Bachelor of Commerce (Accounting) from The University of New South Wales. Jeremy is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and National Tax & Accountants' Association.
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
1991
Bachelor of Commerce (Accounting)
The University of New South Wales
1994
Chartered Accountant
ICCA (now CA ANZ)
2003
Graduate Diploma of Applied Finance and Investment
Financial Services Institute of Australia (FINSIA)
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2007
Self Managed Superannuation Funds
Tribeca