Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
Jeremy leads the Responsible Investment Distribution strategy across Institutional, Wholesale and For-Purpose clients.
He works closely with the Investment boutiques and Regnan Advisory to deliver client solution that seek meet both investment outcomes and sustainable goals.
Prior to joining the company, Jeremy held senior product and distribution roles at the Westpac-owned BT Financial Group (Listed Equity Products), Westpac Institutional Bank (Equity Derivatives and Debt Markets) and Citi (Global Markets and Banking).
Jeremy holds a Bachelor of Business (Charles Sturt) and a Masters of Applied Finance (Macquarie University). Jeremy is a CIMA® professional.
Sales Team
Tim North Ash
Peter Lambos
Laurice Considine
Michael Lagudi
Giovanni Rettura
Scott Bradley
Tom Loneragan
Maria Plati
Tiana Jade Stojanovski
Marcus Garabedian
Emalee Vidulin
Dan Moore
Leila Romanos
Brad Street
Jeremy Dean
Head of Regnan and Responsible Investment Distribution