Jeremy has worked in financial planning for over 16 years with roles with Westpac, Godfrey Pembroke and Oreana Financial Services. He was self employed for the majority of that time. He worked with a range of clients with a focus on high net wealth individuals with complex investment and strategic advice needs.  Jeremy has a deep understanding of the challenges facing financial advisers and advice business in the management of client’s funds. It was Jeremy’s interest in governance, the completion of a Graduate Diploma in Applied Corporate Governance, and his involvement at a strategic level at a number of different organisations that led to an interest in the internal processes of advice businesses. The eventual establishment of EAM started with a reassessment of his own business investment processes. As an experienced Governance professional, Jeremy brings a unique perspective having built, run and successfully reinvented his own practice. He has a passion for process, accountability and engineering great client outcomes.