Jeremy joined Evans and Partners in 2014 as an Investment Adviser. His role is to build and advise on tailored client portfolios, with a focus on asset allocation and investment selection spanning Australian and international assets, both public and private.

His clients include business owners, professionals, and high-net-worth families across a variety of sectors, including healthcare, engineering and professional services.

Prior to Evans and Partners, Jeremy began his finance and wealth management career at Perpetual Limited and gained accounting and tax experience during his time at Rose Partners.

Jeremy has completed a Bachelor of Business and a Bachelor of Commerce (Honours), majoring in Finance from Monash University, where his thesis addressed investment management strategies. He has an Advanced Diploma of Financial Planning and is an Accredited Derivatives Adviser (Level 2).

Expertise
  • Advisers
  • Wealth Transfer and Estate Planning
  • Pre-Liquidity Event Advice
  • High-Net-Worth Investing