Financial Adviser
· ABBOTSFORD, VIC
Jeromy Michael Gratian
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000434179
Jeromy Michael Gratian is a financial adviser based in Abbotsford, Victoria, with 13 years of experience in the financial services industry. Jeromy is currently authorised under Imagineering Fs Pty Ltd. Jeromy 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 Applied Science (Exercise and Sport Science) from Deakin University. Jeromy 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Applied Science (Exercise and Sport Science)
Deakin University
2015
FNS50611 Diploma of Financial Planning
Investment Banking Institute
2015
Self Managed Superannuation Funds accreditaion
Kaplan Professional
2025
FPC003 Superannuation and Retirement Advice
Behavioural Finance - Kaplan Professional
2026
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2026
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2026
FPC006 Taxation for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2026
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities.
GOLDEN FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register