Jeremy Jack Green
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000383102
- Location
- Bondi Junction NSW 2022
- Licensee
- Engaged Financial Services Pty Ltd (AFSL 523965)
- Authorised since
- 13 December 2024
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), FSTA (2008); Margin Lending and Geared Investments, Kaplan (2011); Self-Managed Super Funds, Kaplan (2012); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2013); Accredited Listed Product Adviser Program, Kaplan (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeremy Jack Green
On the Financial Advisers Register kept by ASIC, Jeremy Jack Green appears as a current financial adviser in Bondi Junction, New South Wales, adviser number 000383102.
Jeremy provides advice as an authorised representative of Engaged Financial Services Pty Ltd, which holds Australian financial services licence 523965. That authorisation dates from 13 December 2024.
The register records 2010 as the year Jeremy first provided financial advice. The qualifications listed for Jeremy include Diploma of Financial Services (Financial Planning) (FSTA, 2008), Margin Lending and Geared Investments (Kaplan, 2011) and Self-Managed Super Funds (Kaplan, 2012). Jeremy is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jeremy Jack Green a registered financial adviser?
Yes. Jeremy Jack Green is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000383102.
Which licensee does Jeremy Jack Green work under?
Engaged Financial Services Pty Ltd, Australian financial services licence 523965.
What can Jeremy Jack Green give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.