Meet Jeremy – MB+M/OzPlan Wealth Creation Team Member
Meet Jeremy Hall
Self Managed Super Fund Specialist
The MB+M/OzPlan team talk to Jeremy Hall, SMSF Specialist and MB+M/OzPlan Wealth Creation Team member. The team comprises twelve dedicated professionals who look after our clients, and prospective clients, to discuss & advise on their Financial Wellbeing, and subsequently manage their investment portfolio needs.
For us at MB+M/OzPlan it is very important we remain connected to you, our clients, and prospective clients, especially in these challenging times. Therefore, over the coming months we will introduce you to the rest of our team so you can to put a face to the name when you receive or make a call from/to us.
So we hope you enjoy the first of a series of video’s on getting to know Jeremy.
If you have questions you would like answered, or need help with your personal wealth creation plan. These please reach out to the Wealth Creation Team on 03 5821 9177 and speak with one of our certified advisers.
Keep Safe & Keep Well.
MB+M – OzPlan Team
OzPlan Financial Services
MB+M/OzPlan Wealth Creation Team
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