About Us
Summit Financial Planning; was founded by Jeremy Douglas after over a decade as a partner, director and Senior Financial Planner, working with some of Australia's strongest brands and clients. [See More].
Jeremy Douglas - Principal Financial Adviser
Jeremy has been a licensed adviser for over a decade and has been a director of award winning firms during this time period.
He has advised clients on managing their wealth including investments, superannuation, retirement incomes, estate planning and personal insurances.
Jeremy holds a commerce degree from Bond University, a Diploma and Advanced Diploma of Financial Planning and a Diploma of Financial Services from Kaplan.
Jeremy is also a senior member of both the Financial Advice Association Australia, the Tax Practice Board and has met all FASEA 2026 education requirements.
Outside of work Jeremy is active with family and friends and trains Brazilian Jiu-Jitsu regularly for health and social benefits.
Authorisations
Jeremy is authorised to provide advice in relation to the following financial products:
Deposit and Payment Products
Government Debentures, Stocks or Bonds
Life Products
Managed Investment Schemes
Retirement Savings Account Products
Securities
Superannuation
Margin Lending
Tax (financial) advice services
This means that Jeremy can assist you in meeting your financial planning needs and objectives in these areas, which include personal insurances, saving and investment as well as superannuation, retirement planning strategies and tax (financial) advice services.
Whether you're looking to optimise your superannuation, protect your family's future, or structure your wealth efficiently, Jeremy takes the time to ensure you understand your options and feel confident in your decisions.
His decade of experience means he's navigated various market conditions and helped clients through significant life transitions - from career changes to retirement and everything in between.
If you'd like to see what Summit Financial Planning can do for you, book a complimentary strategy session with Jeremy to discuss your goals and explore how strategic financial planning can help you achieve them.
At Summit Financial Planning, we excel in precise financial management tailored to your needs. Contact us today for expert assistance.
Suite 59 10-20 Gwynne Street St Cremorne VIC 3121 Australia, Cremorne Victoria 3121
0401 010 740
Summit Financial Planning ABN 28 856 289 615 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892 ABN 23 065 921 735.
Jeremy Douglas is an Authorised Representative (ASIC NO. 001238064) of Lifespan Financial Planning AFSL No. 229892.
The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Summit Financial Planning strongly recommends that investors consult a financial adviser prior to making any investment decision.
The contents of this website do not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions.
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