Financial Adviser · NEDLANDS, WA

Jay Thwaites

NEDLANDS, WA

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001305267

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Jay Thwaites

Jay Thwaites is a financial adviser based in Nedlands, Western Australia, with 2 years of experience in the financial services industry since 2024. Jay is currently authorised under Akumin Financial Planning. Jay holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jay's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Jay is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2021

Bachelor of Commerce (Accounting & Finance)

Curtin University

2023

Accredited Aged Care Professional

Aged Care Steps

2023

Graduate Diploma of Financial Planning