Financial Adviser · FORSTER, NSW

Jason Paul Gay

20 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 000464224

Jason Paul Gay is a financial adviser based in Forster, New South Wales, with 20 years of experience in the financial services industry. Jason is currently authorised under Aware Financial Services Australia Limited. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Jason 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Economics

The University of Newcastle

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Master of Professional Accounting

The University of Newcastle

2013

PACC 6006 Taxation Law

The University of Newcastle

2018

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

Accredited Aged Care Professional

Aged Care Steps Pty Ltd

Registration History

Aware Financial Services Australia Limited

Dec 2019 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Oct 2015 - Nov 2019 Ceased

Akumin Financial Planning Pty Limited

Aug 2014 - Sep 2015 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register