Financial Adviser
· KESWICK, SA
Jeremy Kells
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321112
Jeremy Kells is a financial adviser based in Keswick, South Australia, with 22 years of experience in the financial services industry since 2004. Jeremy is currently authorised under Oreana Financial Services Pty Ltd, operating through Oreana Financial Services. 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 CFP from - Financial Planning Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Certificate
- Tribeca
2004
Diploma
- Tribeca
2006
Advanced Diploma
- Tribeca
2007
CFP
- Financial Planning Association of Australia
2013
Bachelor Degree
- University of South Australia
Registration History
GPL (VIC) PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register