Jeremy Ferrer
Financial Adviser
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About
Jeremy Ferrer is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals achieve their financial goals. Jeremy holds a Graduate Diploma in Financial Planning from Victoria University (2023), providing him with a strong foundation in financial principles and practices. As an authorised representative, Jeremy can provide advice on a range of financial products, including superannuation, wealth management, and retirement planning. He is also qualified to provide advice on Securities, Retirement Savings Accounts, and Government Debt Securities. Jeremy is committed to providing personalised financial advice tailored to each client's unique circumstances. He takes a holistic approach to financial planning, considering all aspects of your financial life to develop strategies that help you achieve your short-term and long-term objectives. Key services include: • Superannuation advice • Wealth management • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jeremy today to schedule a consultation.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jeremy Ferrer offer?
Jeremy Ferrer specialises in superannuation advice, wealth management, and retirement planning. He can also provide advice on Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jeremy Ferrer have?
Jeremy Ferrer holds a Graduate Diploma in Financial Planning from Victoria University.
What is Jeremy Ferrer's approach to financial planning?
Jeremy takes a holistic approach to financial planning, tailoring advice to each client's unique circumstances and financial goals. He focuses on building long-term relationships and providing ongoing support.
How can Jeremy Ferrer help me plan for retirement?
Jeremy can help you develop a comprehensive retirement plan that considers your income needs, lifestyle goals, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What should I expect during my first consultation with Jeremy Ferrer?
During your first consultation, Jeremy will take the time to understand your current financial situation, goals, and concerns. He will then provide an overview of his services and how he can help you achieve your financial objectives.
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