Jeremy Douglas

Jeremy Douglas is a Financial Adviser, an Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan) and a director of Summit Financial Planning a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd.

Jeremy is authorised to provide advice in relation to the following financial products:

• Deposit and Payment Products
• Government Debentures, Stocks or Bonds
• Life Products
• Managed Investment Schemes
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending
• Tax (financial) advice services

This means that Jeremy can assist you in meeting your financial planning needs and objectives in these areas, which include personal insurances, saving and investment as well as superannuation, retirement planning strategies and tax (financial) advice services.

Jeremy acts on behalf of Lifespan who is responsible for the advice given to you. However, he also operates separate businesses which does NOT involve Lifespan in any way.

Jeremy has been a licensed adviser for over a decade and has been a director of award winning firms during this time period. He has advised clients on managing their wealth including investments, superannuation, retirement incomes, estate planning and personal insurances.

Jeremy holds a commerce degree from Bond University, a Diploma and Advanced Diploma of Financial Planning and a Diploma of Financial Services from Kaplan. Jeremy is also a senior member of both the Financial Advice Association Australia, the Tax Practice Board and has met all FASEA 2026 education requirements.

Outside of work Jeremy is active with family and friends and trains Brazilian Jiu-Jitsu regularly for health and social benefits.

You can view more about Summit Financial Planning at https://summitfp.com.au