Our team
Our team of wealth advisers has a combined expertise of over 56 years in the industry. They are supported by:
- Danielle Meredith
- Gill Battye
- Danielle Meredith
- Gill Battye
- Christopher Sutherland
- Erin Harding
- Michelle Haenni
- Clare Welsh
Matt Battye
Matthew Armstrong
Jarrod Jeremiah
Garry Ponder
Jodie Lee
Matt has been providing financial advice to clients since 1998. He is a principal and Managing Director of the member firm. His Authorised Representative Number issued by ASIC is 250362.
Matt specialises in giving advice in the following disciplines:
Strategies:
- Guidanceon budgeting & goal setting
- Savings and wealth creation strategies
- Investment planning
- Superannuation planning
- Retirement planning
- Centrelink planning
- Risk & insurance analysis
- Business succession planning
- Direct fixed interest
- Salary packaging advice
- Gearing strategies
- Debt management
- Estate planning
Products:
- Cash management trusts
- Retirement income streams
- Retail & wholesale managed investment schemes
- Socially responsible investments
- Hedge funds
- Platform & master trusts products
- Superannuation products
- Personal & group insurance
- Business succession insurance (excluding general insurance)
- Geared products
- Self managed super funds
- Agribusiness
Matthew has been providing financial advice to clients since 2005. He is a principal of the member firm.
Matt specialises in giving advice in the following disciplines:
Strategies:
- Guidanceon budgeting & goal setting
- Savings and wealth creation strategies
- Investment planning
- Superannuation planning
- Retirement planning
- Centrelink planning
- Risk & insurance analysis
- Business succession planning
- Direct fixed interest
- Salary packaging advice
- Gearing strategies
- Debt management
- Estate planning
Products:
- Cash management trusts
- Retirement income streams
- Retail & wholesale managed investment schemes
- Socially responsible investments
- Hedge funds
- Platform & master trusts products
- Superannuation products
- Personal & group insurance
- Business succession insurance (excluding general insurance)
- Geared products
- Self managed super funds
- Agribusiness
Jarrod Jeremiah
Masters in Tax, CA, DFS, SMSF - Tribeca
Financial Adviser
jarrod.jeremiah@completewealth.com.au
Masters in Tax, CA, DFS, SMSF - Tribeca
Financial Adviser
jarrod.jeremiah@completewealth.com.au
Jarrod has been in the financial services industry for over 15 years, initially as an accountant and tax consulting specialist. He has been providing financial advice to clients since 2005. His Authorised Representative Number issued by ASIC is 325331.
He Specialises in giving advice in the following disciplines:
Strategies:
- Guidance on budgeting & goal setting
- Savings & wealth creation strategies
- Investment planning
- Superannuation planning
- Retirement planning
- Centrelink planning
- Risk & insurance analysis
- Business succession planning
- Salary packaging advice
- Gearing strategies
- Debt management
- Estate Planning
Products:
- Cash management trusts
- Retirement income streams
- Direct fixed interest
- Retail & wholesale managed investment schemes
- Socially responsible investments
- Hedge funds
- Platform & master trust products
- Superannuation products
- Personal & group insurance
- Business succession insurance (excluding general insurance)
- Geared products
- Agribusiness
Garry has been operating in the financial planning industry since 1990,
providing high quality service to a variety of clients — from small business owners, to retirees, to high net worth clients. His Authorised Representative Number issued by ASIC is 299917.
providing high quality service to a variety of clients — from small business owners, to retirees, to high net worth clients. His Authorised Representative Number issued by ASIC is 299917.
Garry specialises in:
- Centrelink planning
- Risk and insurance analysis
- Estate planning
- Gearing strategies
- Business succession planning
- Retirement planning
- Superannuation planning
- Investment planning
- Savings and wealth creation strategies
- Specialist Aged Care advice
Jodie has been providing financial advice to clients since 2000. Her Authorised Representative Number issued by ASIC is 279749.
Jodie specialises in giving advice in the following disciplines:
Jodie specialises in giving advice in the following disciplines:
Strategies:
- Guidance on budgeting & goal setting
- Savings & wealth creation strategies
- Investment planning
- Superannuation planning
- Retirement planning
- Centrelink planning
- Risk & insurance analysis
- Business succession planning
- Salary packaging advice
- Gearing strategies
- Debt management
Products:
- Cash management trusts
- Retirement income streams
- Retail & wholesale managed investment schemes
- Socially responsible investments
- Hedge funds
- Platform & master trust products
- Superannuation products
- Personal & group insurance
- Business succession insurance (excluding general insurance)
- Geared products