Jeremy Douglas

Jeremy Douglas is the Founder and Principal Financial Adviser at Summit Financial Planning, bringing over a decade of licensed advising experience to his clients. As a director of award-winning firms, Jeremy has consistently demonstrated his expertise in the financial planning industry, holding the prestigious CFP® designation, the highest qualification available. He specialises in providing comprehensive advice on wealth management, encompassing investments, superannuation, retirement incomes, estate planning, and personal insurances. A graduate of Bond University with a commerce degree, Jeremy has furthered his education with a Diploma and Advanced Diploma of Financial Planning, alongside a Diploma of Financial Services from Kaplan. His commitment to his profession is reflected in his senior memberships with the Financial Advice Association Australia and the Tax Practice Board, as well as fulfilling all FASEA 2026 education requirements. Jeremy is authorised to offer guidance on a range of financial products, including deposit and payment products, government debentures, life products, and more. His ability to assist with superannuation, retirement planning, and efficient wealth structuring gives clients peace of mind. Jeremy's extensive experience allows him to expertly navigate various market conditions, supporting clients through major life transitions. Away from his professional life, Jeremy is actively involved with family and friends and engages in Brazilian Jiu-Jitsu to maintain his health and social connections. To explore how strategic financial planning can help achieve your objectives, consider booking a complimentary strategy session with Jeremy for personalised and insightful advice.