Jeremy Taylor Aaicd

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.