Jemmy Best

Jemmy Best and Best Wealth Creation Pty Ltd are Authorised Representatives of Synchronised Business Services Pty Ltd Australian Financial Services Licensee, Registered Office at 65 Palmerston Crescent, South Melbourne VIC 3205

Jemmy has over 11 years experience in the financial services industry. Jemmy has completed a Diploma in Financial Services (Financial Planning) and a Diploma in Financial Services (Mortgage Broking).

Jemmy is able to offer you a comprehensive financial needs analysis comprising the following services:

• Tax structures appropriate to your investments
• Pre-retirement planning
• Investment strategies appropriate to your needs
• Establishment and ongoing advice on self managed superannuation funds
• Wealth accumulations strategies
• Post retirement planning
• Insurance and risk management strategies
• Estate Planning advice
• Tax Planning (in consultation with your tax advisers)
• Superannuation and Rollover advice and strategies
• Direct Share investment advice
• Derivatives
• Asset Allocation Advice
• Ongoing Advice and Review Services

Jemmy can provide the following products relating to these services:

• Basic Deposit Products and Non Basic Deposit Products
• Structured, Listed and Unlisted Investment Products
• Risk Insurance Products and Investment Life Insurance Products
• Superannuation and Pensions
• Managed Investments and Securities
• Government Stocks and Bonds; and
• Retirement Savings Accounts

Tracey

Client Manager

Tracey joined the Financial Planning Industry in 2005 as a Client Manager, providing support to clients, Financial Planners and the Paraplanning team and completing a Diploma of Financial Planning. After leaving the industry for 10 years to pursue other personal goals, Tracey has returned to assist the Best Wealth Creation team by applying her knowledge and experience from various compliance-based roles. Laura is a hard worker with an exceptional knowledge across a diverse range of financial products and services. She goes above and beyond to assist clients with their ongoing portfolio management. Laura also has excellent verbal and communication skills which has helped her grow during the last few years within the Financial Planning industry.

 Laura Easterbrook

Paraplanner for Best Wealth Creation

Laura Easterbrook joined the Financial Planning Industry in 2008, starting as a Paraplanner. Since then, Laura has obtained a Certificate III in Business and a Diploma of Financial Planning. Working alongside Jemmy and the team at Best Home Loans and Best Wealth Creation to help tailor sustainable and effective financial plans for our clients. Laura is a hard worker with an exceptional knowledge across a diverse range of financial products and services. She goes above and beyond to assist clients with their ongoing portfolio management. Laura also has excellent verbal and communication skills which has helped her grow during the last few years within the Financial Planning industry.