Financial Adviser
· WOOLNER, SA
Jorge Lay
No disciplinary history on record with ASIC
WOOLNER,
SA
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006502
About Jorge Lay
Jorge Lay is a financial adviser based in Woolner, South Australia, with 22 years of experience in the financial services industry since 2004. Jorge is currently authorised under Synchron Advice. Jorge holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jorge's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Mentor Education Group.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Tribeca
2009
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education Group
2009
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2011
Margin Lending & Geared Investments
Kaplan Education Pty Limited