Financial Adviser · SURFERS PARADISE, QLD

Jeremy Mcgroder

SURFERS PARADISE, QLD

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001238477

Currently at

My Advice Hub

Sydney, NSW (firm address)

View firm profile

Jeremy Mcgroder is a financial adviser based in Surfers Paradise, Queensland, with 10 years of experience in the financial services industry since 2016. Jeremy is currently authorised under Australia National Investment Group, operating through My Advice Hub. 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 Bachelor of Commerce (Accounting) from Macquarie University.

Authorised to Advise On

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

Restrictions: EXCLUDING SELF-MANAGED SUPERANNUATION ADVICE.

Authorised to provide tax financial advice services

Qualifications and Training

2015

Bachelor of Commerce (Accounting)

Macquarie University

2015

Diploma of Financial Planning

Mentor Education

2020

TASA and Code of Professional Conduct Course

Kaplan Professional

2025

Graduate Diploma Financial Planning

Kaplan

Registration History

Australia National Investment Group Pty Ltd

Mar 2025 - Present Current

EXCLUDING SELF-MANAGED SUPERANNUATION ADVICE.

Alliance Wealth Pty Ltd

May 2023 - Jul 2024 Ceased

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Synchron Advice Pty Ltd

May 2020 - Aug 2022 Ceased

Commonwealth Financial Planning Limited

Aug 2016 - Mar 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Akumin Financial Planning Pty Limited

Jan 2016 - Jun 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register