Jay Thwaites

Specialist Financial Solutions

Bronze

1 Yr Experience

Como, WA 6152

About Jay
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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.

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

5.00 December 2024

Jay and his staff are pleasant to deal with and always friendly and resourceful and has helped me with all my retirement needs and made my life easier to deal with regarding all my financial matters and general enquiries relating to those issues.

I would recommend his services to anyone who needs financial advice and is easy to talk to and explains everything you need to know.

5.00 December 2024

I am grateful to a friend who initially recommended Jay to my husband and I. Jay has capably sorted and streamlined our first year of retirement with the vast array of red tape required. He has also tailored all aspects of our finances to fit our self managed retirement to the letter. He has at all times been professional and sought to thoroughly understand our wants and needs for this chapter of our lives. We can't recommend him high enough. Jay has been both a pleasure, and a relief, to work with.

5.00 August 2024

Jay was great to deal with and answered the many questions that I had. He was able to sort out the best deals and help us navigate through our inquiries.

5.00 August 2024

Jay has been and continues to be super approachable and is always happy to answer any questions whether it be over email or over a video call. Jay is very welcoming and encourages you to ask any questions and is happy to clarify or break it down so you understand what he is saying. Nothing has been an issue and Jay has been able to resolve any queries/issues we have had with insurances etc.

4.50 August 2024

Jay is very courteous, helpful and was very focussed on my questions. He works diligently and in a relative short time produced good advise and alternatives.