Jay is a professional in the Financial Services industry, holding a Bachelor of Commerce with majors in Finance & Accounting and a Graduate Diploma of Financial Planning. He has received numerous awards for academic excellence.
With a background that includes various roles and ownership of a small business, Jay has developed close client relationships and effective strategies to help them meet their financial goals. His experience has fueled a passion for the potential of the Financial Services industry.
Currently excelling at Specialist Financial Solutions, Jay guides clients from uncertainty to a clear understanding of their financial path. Beyond work, he dedicates time to family, fitness, and continuous self-development, enjoying activities like visiting the gym, beach outings, hiking, and exploring audiobooks and podcasts. Jay's extensive education, practical experience, and dedication make him a trusted professional in the field.
We have known Jay over many years and always found his advice and guidance very accurate and precise. We have always found Jay very responsive in assisting us in our superannuation needs, especially when we retired. He was instrumental in assisting us to understand and navigate our way through Centrelink. I would have no hesitation in recommending Jay to any prospective client who requires financial and commercial advice.
Jay is very concise, efficient and informative.
- Adviser status Bronze
- Number of reviews 2
- Years of experience 1
- Graduate Diploma of Financial Planning
Specialist Financial Solutions24 Moreau Mews
Applecross, WA 6153
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd