Financial Adviser · BONDI JUNCTION, NSW

Jeremy Jack Green

BONDI JUNCTION, NSW

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000383102

Currently at

Best Interest Financial Planning

Bondi Junction, NSW (firm address)

View firm profile

Jeremy Jack Green is a financial adviser based in Bondi Junction, New South Wales, with 16 years of experience in the financial services industry since 2010. Jeremy is currently authorised under Engaged Financial Services, operating through Best Interest Financial Planning. Jeremy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jeremy's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan. Jeremy is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

FSTA

2011

Margin Lending and Geared Investments

Kaplan

2012

Self-Managed Super Funds

Kaplan

2013

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

2016

Accredited Listed Product Adviser Program

Kaplan

Registration History

Engaged Financial Services Pty Ltd

Dec 2024 - Present Current

Engaged Financial Services Pty Ltd

Oct 2020 - Dec 2024 Ceased

Millennium 3 Financial Services Pty Ltd

Sep 2010 - Oct 2020 Ceased

Government Debentures, Stocks or Bonds - Class of product only.

Source: ASIC Financial Advisers Register