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Jeremy Wei

Empower Wealth Advisory

Gold
8 Yrs Experience
North Melbourne, VIC 3051

As a trusted financial planner based/living in Ringwood, Victoria; Jeremy has the skills & expertise in superannuation, retirement planning, investments, and personal insurance. Jeremy starts running his own FP business and shall deliver more value to clients! Jeremy's career goal is to use his skills & resources to help people grow their wealth!

Jeremy holds a Master of Financial Planning and a Graduate Certificate in Applied Finance. Jeremy is a Financial Planner AFP® with the Financial Planning Association of Australia.

Jeremy also is a Certified Financial Technician® designated by the International Federation of Technical Analysts (IFTA), which has the skills in analysing the share market as a market analyst.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

One-Off Advice Fee: Fixed Fee, Based On Hours Of Work & Cost To Serve | Starting from $2,590

The advice fee can be deducted from Super(if the advice is related to Super)

|12 months instalment(No interest)available for start-up clients

At a glance

  • Adviser status Gold
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Master of Financial Planning
  • Languages spoken
    • English
    • Mandarin

Empower Wealth Advisory

Level 1, 578-582 Queensberry St
North Melbourne, VIC 3051

Opening hours

  • 10:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Integrated Pathways Financial Services Pty Ltd

AFSL 536049