Financial Adviser
· DULWICH, SA
Jeremy Lenthall
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242827
Jeremy Lenthall is a financial adviser based in Dulwich, South Australia, with 27 years of experience in the financial services industry. Jeremy is currently authorised under Alliance Wealth Pty 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma of Financial Services (Financial Planning)
Integratec
2004
Diploma of Financial Services (Financial Planning)
Integratec
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education