Jeremy Leach

Findex Advice Services Pty Ltd

10 Yrs Experience
Adelaide, SA 5000

My passion is helping people to achieve their personal and financial goals throughout their lives.

As a Financial Adviser, I have a deep discussion with my clients in order to develop strategies that are specifically tailored to meet their goals and objectives and provide high quality advice to clients at varying stages of life, whether they are wealth creators, transitioning to retirement or looking to enjoy retirement.

By taking a holistic approach with my clients, I provide advice on: investments, superannuation, maximising Centrelink benefits and assists clients with estate planning strategies. I then present the advice in a clear and simple to understand manner. Ultimately this will lead to my clients achieving their goals and objectives.

I have worked with Findex since 2010 and achieved the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2017. This experience and qualification ensures my clients receive the highest quality advice.


  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.86
  • Number of reviews 23
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualifications
    • Graduate Diploma of Applied Finance
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Findex Advice Services Pty Ltd

Level 23, 91 King William St
Adelaide, SA 5000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Findex Advice Services Pty Ltd

AFSL 243253