Jeremy joined Evans and Partners in 2014 as an investment adviser where his role is to build and advise on tailored client portfolios, with a focus on asset allocation and investment selection across Australian, international and unlisted asset classes.
His clients include business owners, professionals and high-net-worth individuals in a variety of sectors, from healthcare to engineering.
Having started his finance and wealth management career at Perpetual Limited where he worked across the Private Client and Trustee Services teams, Jeremy became an associate adviser within the Private Client business, prior to moving to Evans and Partners. His experience also extends to the accounting sector where he worked with Rose Partners, specialising in tax.
Jeremy has completed a Bachelor of Business and a Bachelor of Commerce (Honours), majoring in Finance from Monash University, where his thesis addressed investment management strategies. He also has an Advanced Diploma of Financial Planning and an Accredited Derivatives Adviser Level 2 qualification.