Financial Adviser
· DEEPDENE, VIC
Jeremy Hugh Sholto Douglas
No disciplinary history on record with ASIC
DEEPDENE,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238064
About Jeremy Hugh Sholto Douglas
Jeremy Hugh Sholto Douglas is a financial adviser based in Deepdene, Victoria, with 11 years of experience in the financial services industry since 2015. Jeremy is currently authorised under Lifespan Financial Planning. 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 and Business Law) from Bond University.
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
2003
Bachelor of Commerce (Accounting and Business Law)
Bond University
2015
Diploma of Financial Planning
Monarch Institute
2016
Advanced Diploma of Financial Planning
Monarch Insitute
2019
Accredited Listed Product Adviser Program
Kaplan
2019
SMSF Course
Integrity Education Group
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register