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Tony Ballard

As someone who had never sought advice on my finances previously I was sceptical of what value my money would get. I can say I am extremely happy with being recommended to see Jeremy at Stonehouse. Jeremy has been able to provide timely advice when needed, help construct a personal budgeting plan, along with completely restructuring my superannuation and investment plans tailored to my personal aspirations. He is far more accessible than what I had envisioned, going above and beyond to ensure transparency and understanding is met for someone who has limited knowledge in the financial world. I look forward to building a better financial future with the help of Jeremy and the other team members at Stonehouse.

Holly Dean

Jeremy has transformed the way I look at my finances and coached me in the steps I needed to take to ensure my future is planned for financially. Jeremy has gone above and beyond to help construct a simple and consumable plan that has enabled me to achieve things I never thought possible at this stage of my life and career.

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Partner/Financial Adviser
      • Oct 2007 - Present

      Founded on strong values of honesty, reliability and integrity, the Stonehouse brand was forged in March 2005 through the amalgamation of two successful family practices. Stonehouse has a financial services heritage stretching back over 50 years which has helped build a wealth of expertise in all areas of financial planning. Founded on strong values of honesty, reliability and integrity, the Stonehouse brand was forged in March 2005 through the amalgamation of two successful family practices. Stonehouse has a financial services heritage stretching back over 50 years which has helped build a wealth of expertise in all areas of financial planning.

Education

  • Griffith University
    Bachelor of Commerce, Financial Planning
    -
  • Financial Planning Association of Australia
    CERTIFIED FINANCIAL PLANNER®
    2010 - 2012
  • FINSIA
    Diploma of Financial Services (Financial Planning)
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