Jeremy Gillman-Wells

Invest Blue Pty Ltd

Gold
21 Yrs Experience
Yarralumla, ACT 2600
Invest Blue | Canberra people, places, memories: happy | it's possible OPENING HOURS: Monday to Friday, 9am-5pm Jeremy built Bravien Financial to assist people in achieving the life goals that are important them. The concepts of client first, going the extra mile, team work and peace of mind are core. And now after 20 years, Jeremy has joined the formidable Invest Blue team and the mission remains to get your entire financial house in order and keep it that way forever. What you get is control, more time and happiness. The success of the practice is attributed to the philosophy of understanding your needs and aspirations first, then talking your language to deliver strategies that you can actually implement and succeed with. Jeremy Gillman-Wells is a multi-award winning and widely experienced Certified Financial Planner. He is a regular guest speaker at investment forums and provides a financial education program for Canberra schools. He is the principal adviser and Team Captain of Invest Blue Canberra – a firm that belongs to the pretigious ranks of Australia's best places to work and Most Trusted Advisers.  Jeremy maintains a passionate concern for not only technical excellence, but honesty and transparency in the manner in which clients’ affairs are managed. This has resulted in Jeremy being recognised as a leader in retirement strategies and advice methodology. He is the National Winner of the prestigious Financial Planning Association award for Pre-Retirement Planning, National Winner of the Financial Planning Association Best Practice Award and a 3 time National Winner of Quality of Advice & Financial Planning Excellence Award. Living in Canberra for over 30 years has allowed Jeremy to develop a strong understanding of the needs of public service employees and their families, particularly in relation to defined benefit superannuation schemes. With Bravien growing well for over 20 years, Jeremy is strongly involved in the community and giving back. Invest Blue donates pro-bono work to the Cancer Council and has been a long time supporter of the Smith Family Learning for Life Program. Jeremy has twice cycled the Future2 Wheel Classic between Sydney and Melbourne to help fund raise over $220,000 for the Future2 Foundation which supports disadvantaged young Australians. He is an avid cyclist, part-time racer and amateur video producer. He lives on a small rural property with his wife and two children.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Graduate Diploma of Business Administration
  • Language spoken
    • English

Invest Blue Pty Ltd

Level 1, 29 Bentham St
Yarralumla, ACT 2600

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
5
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"I want to thank you so much for looking after me so well in what has been one of my darkest hours. I am eternally grateful for your support, advice and your valuable time. You are a man of honour and integrity. Thank you. MT"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Graduate Diploma of Business Administration

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Charles Sturt University (CSU)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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