Jeremy Lenthall
Financial Adviser
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About
Jeremy Lenthall is an ASIC-registered financial adviser based in Dulwich, South Australia, dedicated to helping individuals and families achieve their financial goals. With a career spanning over two decades, Jeremy brings a wealth of knowledge and experience to his clients, ensuring they receive tailored advice that aligns with their unique circumstances and aspirations. Jeremy's commitment to professional development is evident through his qualifications, including an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Integratec (both obtained in 2004), as well as a Graduate Diploma of Financial Planning from Kaplan Higher Education (2021). He is also a member of the Financial Advice Association of Australia (FAAA), demonstrating his adherence to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Jeremy specialises in superannuation, insurance, wealth management, and retirement planning. He is also equipped to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. This allows him to offer holistic financial solutions designed to protect and grow your wealth. Key services include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies for long-term financial security • Retirement planning to ensure a comfortable and fulfilling retirement • Investment advice tailored to your risk profile and goals Ready to take control of your financial future? Contact Jeremy Lenthall today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Jeremy Lenthall offer?
Jeremy Lenthall specialises in superannuation, insurance, wealth management, and retirement planning, offering tailored strategies to help you achieve your financial goals. He also provides advice on investment products such as Life Insurance and Securities.
What are Jeremy Lenthall's qualifications?
Jeremy holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), and a Graduate Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Jeremy Lenthall tailor financial advice to individual needs?
Jeremy takes a personalised approach, carefully assessing your current financial situation, understanding your goals, and considering your risk tolerance to develop a tailored financial plan that aligns with your unique circumstances.
What can I expect during my first consultation with Jeremy Lenthall?
During your initial consultation, Jeremy will discuss your financial goals, gather information about your current financial situation, and explain how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Jeremy is the right financial advisor for you.
How can I benefit from retirement planning advice from Jeremy Lenthall?
Jeremy can help you create a comprehensive retirement plan that ensures you have sufficient income to maintain your desired lifestyle throughout your retirement years. This includes strategies for maximising your superannuation, managing investments, and planning for potential healthcare costs.
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