Centric Wealth

your interests, our focus

Our Corporate Superannuation and Benefits Advisers


Jeremy Boller
  Jon Pillemer
Jon Pillemer
 
Mike Galgut
 
Roy Agranat
   
Steve Wright

 

  Jeremy Boller


Experience
Jeremy joined Centric Wealth in 2011. Prior to this, he co-founded Certe Group, and worked extensively in developing his own business by networking successfully with several accountancy and legal firms.

Jeremy's core experience and strengths lie in developing sound risk management strategies for small to medium enterprises (SMEs) and high net worth individuals. The quality of referrals he has received and continues to receive is testimony to the quality of his risk management advice and his professionalism in dealing with high profile individuals and business people.

With over 20 years experience in the insurance industry, Jeremy has a clear and concise understanding of the risk management needs of small businesses and high net worth individuals.

Educational Qualifications and Professional Memberships
Diploma of Financial Planning
Member of Association of Financial Advisers (AFA)

Contact Jeremy
  02 9250 6591
  0412 418 252 
  email Jeremy

Jon Pillemer
 

Jon Pillemer

Jon Pillemer is Joint Head of Centric Wealth's Risk and Corporate Benefits Insurance Division. He is an Authorised Representative of Centric Wealth Advisers Ltd.

Experience
Jon has over 15 years experience as an adviser with a focus on providing risk insurance and superannuation solutions for individuals.

His clients include many corporate executives, small business owners and professionals including wealthy family groups and some of Australia's most successful entrepreneurs.

Jon also provides employee benefit advice in the corporate superannuation market and has a number of listed companies as clients.

Educational Qualifications
Jon has a BA from the University of New South Wales and has obtained industry qualifications over the years to maintain practical knowledge and compliance requirements of the Australian Securities and Investments Brokerage to advise clients on insurance. These include Diploma of Financial Planning units 1-4.

His authorised representative number assigned by the Australian Securities and Investments Commission is 260010.

Contact Jon
   02 9250 6578
   email Jon

   

Mike Galgut

Mike Galgut is an Authorised Representative of Centric Wealth Advisers Ltd.

Experience
Mike has in excess 25 years experience in the investment, superannuation, life insurance/ salary continuance and employee benefits markets. He has built up a substantial corporate superannuation and personal investment advisory business and is held in high regard amongst the major financial services institutions.

In all his relationships with his corporate clients, Mike plays a pivotal role in all aspects of superannuation, group risk, administration and fund member election.

His authorised representative number assigned by the Australian Securities and Investments Commission is 306195.  

Contact Mike
   02 9250 6743
   email Mike

 


 
   

Roy Agranat

Roy Agranat is Joint Head of Centric Wealth's Risk and Corporate Benefits Insurance Division. He is an Authorised Representative of Centric Wealth Advisers Ltd.

Experience
Roy has a depth of knowledge and experience in the financial services industry spanning over 30 years and has built a varied and significant corporate and individual client portfolio.

Roy's skill is in evaluating his clients' corporate superannuation, business and personal insurance needs and objectives and developing strategies to effectively meet these criteria.

He is committed to providing these services at the highest possible standard and values the client relationship.

Educational Qualifications and Professional Memberships
Roy's qualifications satisfy the requirements of the Australian Securities and Investment Commission to advise clients on insurance and financial planning. He holds an Advanced Diploma (FS) Financial Planning, and is a Fellow of The Association of Superannuation Funds of Australia Ltd (ASFA).

His authorised representative number assigned by the Australian Securities and Investments Commission is 260009.

Contact Roy
   02 9250 6536
   email Roy

           
   

Steve Wright

Experience
Steve has over 20 years’ experience in the financial services industry and has been involved in financial planning since 1997.

Prior to joining Centric Wealth, Steve worked for a number of organisations across the segments of financial services, including a major bank, a large industry super fund, a corporate super fund provider and a financial planning organisation focusing on public sector employees. During this time he provided  financial planning advice to clients across a wide range of financial planning related areas. He developed advice services for superannuation members and was responsible for both the training and management of financial planners.

At Centric Wealth Steve’s role is to assist Corporate Superannuation plan members with all matters regarding their superannuation arrangements, for example where their funds are invested, how to make additional contributions to superannuation and assisting with the transition of their monies into a regular income stream.

Educational Qualifications and Professional Memberships
•   Diploma of Financial Planning
•   Certified Financial Planner (CFP®)
•   Member of the Financial Planning Association of Australia Limited (FPA)

Contact Steve
02 9250 6539
 email Steve

 

 


Read more about Employee Superannuation and Benefits

Employee Superannuation and Benefits
Corporate Superannuation
Employee Benefits
Our Corporate Benefits Advisers