Jeremy Sojka profile photo

Jeremy Sojka

Evans and Partners

Bronze
11 Yrs Experience
Melbourne, VIC 3000

Jeremy joined Evans and Partners in 2014 as an Investment Adviser. His role is to build and advise on tailored client portfolios, with a focus on asset allocation and investment selection spanning Australian and international assets, both public and private.

His clients include business owners, professionals, and high-net-worth families across a variety of sectors, including healthcare, engineering and professional services.

Prior to Evans and Partners, Jeremy began his finance and wealth management career at Perpetual Limited and gained accounting and tax experience during his time at Rose Partners.

Jeremy has completed a Bachelor of Business and a Bachelor of Commerce (Honours), majoring in Finance from Monash University, where his thesis addressed investment management strategies. He has an Advanced Diploma of Financial Planning and is an Accredited Derivatives Adviser (Level 2).

At a glance

  • Adviser status Bronze
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce (Accounting, Banking and Finance)
  • Language spoken
    • English

Evans and Partners

Level 7, 171 Collins St
Melbourne, VIC 3000

Meeting methods

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

Licensed by

Evans and Partners

AFSL 318075