Jeremy Kells
Financial Adviser
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About
Jeremy Kells is an ASIC-registered financial adviser based in Keswick, South Australia, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong educational foundation including a Certificate, Diploma and Advanced Diploma from Tribeca, a CFP designation from the Financial Planning Association of Australia, and a Bachelor Degree from the University of South Australia, Jeremy possesses the knowledge and experience to provide comprehensive financial solutions. Authorised to advise on a broad range of financial products, Jeremy can assist with superannuation, insurance, wealth management, and retirement planning. He also provides expert guidance on investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, government debt securities and foreign exchange. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Jeremy is committed to building long-term relationships with his clients, providing ongoing support and guidance to navigate the complexities of the financial landscape. Ready to take control of your financial future? Contact Jeremy Kells today for a consultation and discover how he can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Jeremy Kells provide?
Jeremy Kells is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, government debt securities and foreign exchange.
What qualifications does Jeremy Kells have?
Jeremy holds a Certificate, Diploma and Advanced Diploma from Tribeca, a CFP designation from the Financial Planning Association of Australia, and a Bachelor Degree from the University of South Australia.
What is the process of working with Jeremy Kells to develop a financial plan?
The process typically begins with an initial consultation to understand your financial goals and current situation. Jeremy will then develop a tailored financial plan based on your specific needs and objectives. Regular reviews and adjustments will be made to ensure your plan remains aligned with your evolving circumstances.
What can I expect from a consultation with Jeremy Kells?
During a consultation, you can expect a thorough discussion about your financial goals, current situation, and any concerns you may have. Jeremy will provide clear and concise explanations of potential strategies and solutions, ensuring you feel informed and empowered to make the right decisions for your financial future.
Does Jeremy Kells offer superannuation advice?
Yes, Jeremy Kells provides comprehensive superannuation advice to help you make informed decisions about your superannuation investments and retirement planning.
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