Financial Adviser · PERTH, WA

Jeremiah Wen Keat Tan

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270834

Currently at

Perth, WA

View firm profile

Jeremiah Wen Keat Tan is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Jeremiah is currently authorised under Picture Wealth Advisory. Jeremiah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeremiah's qualifications include a Bachelor of Commerce from The University of Western Australia. Jeremiah is a member of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not Authorised for Standard Margin Lending facility.

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Commerce

The University of Western Australia

2016

FNS50615 Diploma of Financial Planning

Kaplan Professional

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education

2024

SMSF Specialist Advisor Exam

SMSF Association

2025

Commercial Law

Kaplan Professional Education

Registration History

Picture Wealth Advisory Pty Ltd

Apr 2026 - Present Current

Not Authorised for Standard Margin Lending facility.

Shadforth Financial Group Limited

Dec 2018 - Feb 2026 Ceased

Superannuation: Not authorised to provide SMSF advice. Securities: advice is limited to approved model portfolios only.

Source: ASIC Financial Advisers Register