Jeremy James Mortimer
Financial Adviser in Williamstown, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288295
- Location
- Williamstown VIC 3016
- Licensee
- Pbo Financial Solutions Pty Ltd (AFSL 531849)
- Authorised since
- 2 February 2023
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Planning, Deakin University (1993)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeremy James Mortimer
On the Financial Advisers Register kept by ASIC, Jeremy James Mortimer appears as a current financial adviser in Williamstown, Victoria, adviser number 000288295.
Advice is given under the Australian financial services licence of Pbo Financial Solutions Pty Ltd, licence number 531849. The current authorisation started on 2 February 2023.
The register records 2005 as the year Jeremy first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 1993). Professional memberships recorded: 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 8 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 James Mortimer a registered financial adviser?
Yes. Jeremy James Mortimer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288295.
Which licensee does Jeremy James Mortimer work under?
Pbo Financial Solutions Pty Ltd, Australian financial services licence 531849.
What can Jeremy James Mortimer 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.