Strategic Financial Advice for

Professionals & families

Jeremy Douglas - CFP®

Over a decade of financial advice experience.

Former Director at an award-winning financial advice firm

Helping clients make confident financial decisions

As Seen On

SMSF Property discussed on Ticker News

SMSF Property Explained:

www.yourinvestmentpropertymag.com.au

How We Help Clients

Cashflow & Wealth Strategy

Helping you structure your finances to build long-term wealth with clarity and confidence

Insurance & Risk Protection

Making sure you and your family are protected with the right cover - without overpaying

Investment & Superannuation Strategies

Clear, practical advice to grow your wealth and make better investment decisions

Debt & Structuring Advice

Helping you optimise debt, improve cash flow and create flexibility for future opportunities

Retirement Planning

Building a clear path towards financial independence based on your goals and lifestyle

Tax-Efficient Structuring

Structuring your finances and investments in a tax-effective and compliant manner

Licensee Details

The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Victoria and the Commonwealth of Australia ("Australian law"). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.
The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of Victoria and the Commonwealth of Australia ("Australian law"). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.

Contact

Suite 59 10-20 Gwynne Street

Cremorne Victoria 3121

1800 268 647

[email protected]

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.
The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation.
You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.
The information on this site is the property of Summit Financial Planning and is subject to Copyright © 2026. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Summit Financial Planning unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Summit Financial Planning.