Authorised Representative No. 443265
Qualifications – Diploma of Financial Planning (RG146), Bachelor of Commerce Financial Planning, Diploma of Accounting, Member of FPA
A member of The Financial Planning Association of Australia (FPA) and with over 12 years of strong business acumen, Jay is well regarded for his considered financial guidance, analysis and development of personalised strategies, to meet his clients’ individual needs.
His extensive experience within the financial services industry spans both the public and private sectors. Degree qualified in Financial Planning and being a quick learner, Jay adapts readily to new contexts and processes. His key strengths lie in managing client needs and expectations, while taking a calculated approach to risk management and tailored advice strategies.
When not providing financial advice, Jay enjoys spending time with his family at the beach, and playing tennis with friends.