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Jeremy Bogovac

Financial Adviser

Dorset Wealth Management
Brisbane City, QLD 4000

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About

Jeremy Bogovac is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Jeremy holds a Graduate Diploma in Business (Financial Planning Major) from Queensland University of Technology and has further enhanced his expertise by becoming an SMSF Specialist SSA accredited by the SMSF Association. As a member of both the Financial Advice Association of Australia (FAAA) and the SMSF Association, Jeremy adheres to the highest professional and ethical standards, ensuring his clients receive advice they can trust. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This allows him to offer holistic solutions that address diverse financial needs. Jeremy's key services include: • Superannuation advice, including SMSF establishment and management • Comprehensive insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Investment advice across a range of securities and government debt instruments • Retirement planning to secure your financial future Ready to take control of your financial future? Contact Jeremy Bogovac today for a consultation and personalised financial plan.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation advice SMSF specialist Wealth management Insurance solutions Retirement planning Investment advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000558504

Verify on ASIC Register

Authorised Representative Number

001304620

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Jeremy Bogovac offer?

Jeremy provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you with everything from retirement planning to wealth accumulation.

What are Jeremy Bogovac's qualifications?

Jeremy holds a Graduate Diploma in Business (Financial Planning Major) from Queensland University of Technology and is an SMSF Specialist SSA accredited by the SMSF Association.

What is the process for becoming a client of Jeremy Bogovac?

The first step is to schedule a consultation to discuss your financial goals and current situation. From there, Jeremy will develop a personalised financial plan tailored to your specific needs.

What professional organisations does Jeremy Bogovac belong to?

Jeremy is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.

How can Jeremy Bogovac help me with my superannuation?

Jeremy can provide advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning. He is also an SMSF Specialist, qualified to assist with self-managed super funds.

Get in Touch

Contact Jeremy directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.