Jeremy is a seasoned Investment Adviser experienced in portfolio management and responsible investment strategies. Based in Otago, Jeremy specialises in aligning client portfolios with sustainable investment principles, ensuring investment decisions reflect both ethical considerations and long-term financial performance.
Jeremy is a NZX Adviser and registered Financial Adviser. Prior to returning to New Zealand in 2015, Jeremy gained significant offshore expertise in capital and financial markets with a number of financial institutions in London, Hong Kong and Sydney.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
