Jeremy Boller established Certe in 2004. His goal? To uncomplicate group risk and employee benefits programs for large professional services firms.
In 2022, with the acquisition of Genesis Financial Partners, that scope expanded to include the delivery of meaningful wealth management strategies. Today, the Certe team apply expert knowledge and a unique understanding of the complexities of professional service roles (including partner independence requirements) to provide comprehensive financial advice that meets our clients where they are and takes them where they want to go.
Nurture authentic, meaningful relationships
Build an extensive network of knowledge and resources
Embrace individual differences as collective strength
Put people first
Understand that success looks different for everyone.
Commit to the highest standards.
Be generous with our understanding and expertise.
Take ownership.
Lead with energy and enthusiasm.
Turn complex challenges into simple solutions.
Be vigilant about what we can improve.
Effect meaningful change.
One in three Australian men and one in four Australian women will be diagnosed with some type of cancer before they turn 75.
Will your insurance cover support you when it’s needed most?
Certe is part of the AZNGA Group. General Advice Warning: The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Certe Wealth Protection Pty Ltd (ABN: 31 150 270 278) is a Corporate Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
Contact Number
Landline