Jeremy Kells

East Private Wealth

Platinum
10 Yrs Experience
Clare, SA 5453

Recent reviews

East Private Wealth

165 Main N Rd
Clare, SA 5453

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.70
  • Number of reviews 25
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Growing Assets

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.70
25 Reviews
5
4
3
2
1
4.55
Clear communication
4.60
Knowledge & expertise
4.95
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 25

Sort by

4.50

"Jeremy has given us advice in areas including managing debt, retirement planning and superannuation. Jeremy was usually able to explain things to be us in a clear way. Through Jeremy's knowledge and experience, we feel very confident that the advice give was right for our needs. We always receive Jeremy's full care and attention when we need it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jeremy has given me advice in areas including retirement pathways, superannuation and investments. Jeremy was usually able to explain things to me in a clear way. Through Jeremy's knowledge and experience, I feel confident that the advice given was right for my needs. I always received Jeremy's full care and attention when I needed it.'"

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Jeremy's for a number of years both before and since I retired. Jeremy has always provided detailed and well thought out advice on superannuation, retirement planning and budgeting. I have every confidence in his knowledge and experience and have no hesitation in recommending him as a financial adviser."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jeremy has given me financial advice and has explained everything to me so that I would understand. I have been able to speak with him at any time. I have been grateful for this availability and communication. Perhaps, one point that i find interesting is that i believe he loves his work, and this must have a positive flow on effect for his clients. I am very pleased that I have chosen Jeremy as my Financial Advisor and would recommend him."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jeremy has always helped me with any aspect of advice that I required. He has pointed out deficiencies in my financial management,and suggested changes where appropriate. I rely on him for sound and caring advice,and consider him to be my friend."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jeremy has given me advice in areas such as Superannuation, business advice and assistance when dealing with government financial departments. Jeremy always explains his advice on any matter, very clearly. His knowledge and experience in financial matters always leaves me feeling very confident that his advice is best for my needs. I have always received prompt and high quality service and attention from Jeremy, on every occasion I have sought advice on my financial requirements."

  • Government Assistance
  • Superannuation
  • Small Business Advice
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeremy helped us plan our early retirement. Jeremy's advice was always explained fully and in a manner that we could understand. We felt very comfortable working with Jeremy and always had confidence that the advice was in our best interest. Jeremy always listened to our needs and designed the package and information to what we needed in a relaxed way that put us at ease and gave us confidence."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very comfortable and confident in Jeremy's advice in the past and looking to the future. Thorough attention to detail and great communication"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are both pleased with Jeremy's advice and knowledge of things discussed. Always available to discuss any issues that arise and always replies to emails or phone calls. He is very discreet and honest with us on how to best proceed with matters that occur."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeremy is always willing to take the time to explain matters to me in terms that I fully understand, and he always says, he is only a phone call away if I need help, which is really reassuring."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Certificate IV in Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Bachelor of Commerce (Applied Finance)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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