Adviser Profile

Jeremy Morrison

Warringal Financial Services

Jeremy has spent more than 10 years specialising in Client Relationship Management, with the last 8 of these based in the Financial Planning profession. Having joined the Warringal team in 2012 as an Associate Adviser, he believes an advice relationship is about enjoying someone's unique story, determining ways a partnership can be built, and allowing financial freedom (or peace of mind) to prosper.

 

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Specialties

• Superannuation
• Non-super Investments
• Wealth Creation
• Direct Equities
• Personal Insurance
• Retirement Planning
• Self-Managed Super Funds
• Aged Care Advice
• Centrelink Advice
• Business Insurance
• Debt Management
• Estate Planning

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required, with fees starting at $3,500. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

Suite 2, 17 Burgundy Street, Heidelberg VIC 3084 Melbourne

Office Hours

Monday to Friday: 8:30am - 5:00pm

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Preferred contact timeSelect 08.30 - 11 AM 11 - 2 PM 2 - 5 PM

How can we helpSelect I want advice about my Sunsuper account My advice needs are more than my Sunsuper account

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Jeremy Morrison is a representative of GWM Adviser Services Limited AFSL No. 230 692 ABN 96 002 071 749 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.