Partners Wealth Group
Jeremy Taylor CFP AAICD is an accomplished financial services professional with over 25 years of experience in crafting customized financial strategies for individuals and businesses. Currently serving as a Senior Financial Advisor at Proctor Major & Co and Partners Wealth Group, Jeremy also co-founded and chairs Reliis. Previous roles include Private Wealth Adviser at Shadforth Financial Group, Technical Adviser at Capital Partners Financial Consulting, and Paraplanner at Lawsons Wealth Management. Jeremy holds an MBA in Entrepreneurship from the Australian Institute of Business and multiple financial planning qualifications from Deakin University and The University of Western Australia.
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Partners Wealth Group
Helping you to navigate life's financial decisions. Partners Wealth Group is a diversified wealth management business offering financial advice, investments, superannuation, lending and legal solutions. We believe in the power of personalised advice and collaboration to deliver tailored, innovative wealth solutions to help clients achieve their financial and lifestyle goals. A genuine approach to collaboration is at the heart of our philosophy of being stronger together; this is encapsulated in our logo of three geese flying together in formation, representing our clients, our partners and ourselves working together for better outcomes. Learn more about us https://www.pwg.com.au/