Spotlight on Jeremy Hall – Authorised Rep

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MB+M OzPlan’s Wealth Creation Team brings you a spotlight article on: Jeremy Hall – Authorised Rep

All of MB+M OzPlan’s Authorised Representatives are experienced Financial Planners.  Each Rep, however, also has a specialisation that they are particularly passionate about.  Today, we are going to find out about Jeremy Hall …

Jeremy Hall  CA SSA

Jeremy is another of our ‘fiercely local’ Authorised Representatives. He has always lived in the Goulburn Valley, having grown up in Shepparton and completed his accounting degree here in town. Jeremy started with MB+M about four years ago, and has settled nicely into the Wealth Creation Team.

Jeremy likes helping people to navigate their finances, being able to show them what their options are, and how they can achieve their aims.

Specialty

Each MB+M Authorised Rep has a specialty.  Jeremy’s specialty is Superannuation.

Having only completed his degree in 2016, Jeremy became passionate about Superannuation, and has already become an accredited Self Managed Superannuation Fund specialist.

A chartered accountant, Jeremy says that understanding the rules around superannuation is imperative to his role.

“If you can navigate the rules you can save tax for your clients and help to improve their financial situation.” And Jeremy has helped many of his clients in this complicated field.

What Jeremy’s clients say …

“Jeremy’s considered and informed approach has been of great value to me in managing my portfolio. He is always accessible and responsive.”
Neil

“Jeremy is always quick to respond to any queries we have. He is very efficient and has proved to be an excellent advisor. We have presented him with many different scenarios, he has been patient and easy to work with. We trust him completely and recommend him highly.”
John & Rose

“I have enjoyed dealing with Jeremy over the past few years. He’s knowledgeable about super and investments and has always been there when I needed him.”
Lynne

 

Make an appointment

Jeremy and all of our Authorised Reps would love to talk to you.  MB+M OzPlan are currently offering an initial free meeting to discuss your personal situation.  There is no obligation attached.  Give us a call on 5831 1233 or email mbmozplan@mbmgroup.com.au to request an appointment today.

Jeremy Hall CA SSA – Authorised Representative No: 1270940

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