Financial Adviser
· NORTH SYDNEY, NSW
Jeremy Guirguis
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266715
Jeremy Guirguis is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry. Jeremy is currently authorised under Count Financial 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 Bachelor of Commerce (Finance and Marketing) from University of New South Wales. Jeremy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce (Finance and Marketing)
University of New South Wales
2016
Bachelor of Economics
University of New South Wales
2018
Diploma of Financial Planning
Kaplan Professional
2021
Introduction to Self Managed Superannuation Funds
Kaplan Professional
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education