Jeremy joined Evans & 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. Jeremy’s 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 Clients and Trustee Services teams, Jeremy became an Associate Adviser within the Private Clients business prior to moving to Evans & Partners. Jeremy’s professional experiences also extend to the Accounting industry where he worked with Rose Partners gaining an understanding of structuring and tax.
Jeremy holds an Honours Degree in Commerce (Finance) from Monash University, where his Honours thesis addressed investment management strategies. In addition, Jeremy holds a Bachelor of Accounting, an Advanced Diploma of Financial Planning and is an Accredited Derivatives Adviser (ADA2).