Financial Adviser
· WILLIAMSTOWN, VIC
Jeremy James Mortimer
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288295
Jeremy James Mortimer is a financial adviser based in Williamstown, Victoria, with 21 years of experience in the financial services industry. Jeremy is currently authorised under Pbo Financial Solutions 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). Jeremy holds a Diploma of Financial Planning from Deakin University. 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
1993
Diploma of Financial Planning
Deakin University