Jay Thwaites

Specialist Financial Solutions

Bronze
1 Yr Experience
Applecross, WA 6153

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.88
  • Number of reviews 2
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Specialist Financial Solutions

24 Moreau Mews
Applecross, WA 6153

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323