Authorised Representative No. 443265

Memberships & Qualifications:

Diploma of Financial Planning (RG146)
Bachelor of Commerce Financial Planning
Diploma of Accounting

Jay is a personable, motivated, and professional financial adviser with 15 years of comprehensive financial services experience. He is recognised for his adeptness in providing tailored financial guidance and strategies, to meet individual client needs. Jay brings a wealth of expertise in financial planning and risk management to the Clear Sky Financial fold.

With a strong educational background including a Bachelor of Commerce in Financial Planning and a Diploma of Accounting, Jay combines theoretical knowledge with practical experience to deliver informed advice. His extensive tenure in both the public and private sectors has honed his skills in client relationship management, financial analysis, as well as strategy development.

Jay’s professional approach is characterised by a thorough understanding of each of his client’s unique set of circumstances and goals. He excels in managing expectations, while implementing customised investment strategies that consistently add and deliver value. Ultimately, it’s Jay’s quick adaptability to new contexts and processes, that enables him to stay ahead in this dynamic, and often turbulent industry landscape.

Beyond his professional pursuits, which include a love for property investment and tax (yes, tax - you read that correctly!), Jay finds fulfillment in spending quality time with family and friends. Favourite pastimes take the form of a relaxing day at the beach with his wife and children, or playing a few games of tennis with friends.