Jay Belevski

Pinpoint Financial Planning Pty Ltd

Platinum
23 Yrs Experience
North Sydney, NSW 2060

Recent reviews

Pinpoint Financial Planning Pty Ltd

Level 17, 40 Mount St
North Sydney, NSW 2060

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.65
  • Number of reviews 28
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Certificate in Management
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

4.65
28 Reviews
5
4
3
2
1
4.60
Clear communication
4.50
Knowledge & expertise
4.90
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 28

Sort by

5.00

"'Jay has given me advice in areas including insurance, superannuation and retirement planning. Jay was always able to explain things to me in a clear way. Through Jay's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jay's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jay's sound and considered advice has been invaluable. He liaises well with other professionals and family involved with my financial management and I have recommended his services to others. I have appreciated his time and attention over past years especially when tackling the issues of widowhood."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have worked with Jay for over 10 years. His expertise is super solid and I like his practical and considered approach. Jay is great at managing expectations and always provide various solutions for our discussions. Would highly recommend Jay and enjoy his sense of humour."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have been clients of Jay's for nearly 10 years. In that time he has provided regular, helpful advice always from the perspective of what is best for us, taking into account our short, medium and long term needs. He backs this up with explanations of why the particular investment strategies he recommends will suit our requirements. He has proven to be an extremely trustworthy and valuable resource for us, and has been critical in helping us achieve our financial goals."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jay has given myself and my wife advice to ensure we maximise our income stream till retirement then have enough in retirement to maintain a comfortable lifestyle while carefully managing our risk exposure to tolerable levels."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"As a new client, a referral from a family member, Jay has given me advice in areas including wealth management, superannuation and retirement planning. Jay was able to explain things to me in a clear way. Through Jay's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually receive Jay's full care and attention when I need it. Constantly keeps me in the loop and follows up when not expected."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jay has been looking after my Husband and I for several years he has set goals for us and managed our super and provided advise as we have requested we have paid our mortgage off and our vehicles we are very happy with Jays professional help and advice"

  • Superannuation
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We have been with Jay for many years and he is always attuned to our needs. Jays advice and recommendations have been in line with our goals and objectives, he is alway available when we need advice. We value his service."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jay has always been available when needed by me. His advise is precise and confident and so far successful. In my 60's plannng for the next few years is very important and e has curated a pan to suit"

  • Superannuation
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jay is always available when I need advice and provides sensible suggestions when my situation changes He is personable and seems genuinely interested in my financial welfare"

  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 28

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Licensee Accreditation (Listed Securities)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2012

Graduate Certificate in Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Technology Sydney (UTS)
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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