Jay Thwaites

Specialist Financial Solutions

Bronze

1 Yr Experience

Como, WA 6152

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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 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.

5.00 July 2024

Jay is very professional with calm attitude to clients! Precise with recommendations and general overview of circumstances.

Highly recommend Jay to all that are seeking financial assistance or planning.

Thank you Jay and the team at Specialist Financial Solutions.

5.00 July 2024

Jay has a friendly nature, is always courteous, he listens to my questions, and answers any concerns. I feel confident he is providing me with information relevant to my situation. Jay explains complex matters clearly and always concludes our meetings by checking if I have any questions relating to our discussions.