Financial Adviser · NEDLANDS, WA

Jay Thwaites

2 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001305267

Jay Thwaites is a financial adviser based in Nedlands, Western Australia, with 2 years of experience in the financial services industry. Jay is currently authorised under Akumin Financial Planning Pty Limited. Jay 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 Bachelor of Commerce (Accounting & Finance) from Curtin University. 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

Kaplan Higher Education Pty Limited

2024

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2025

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Dec 2025 - Present Current

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

Consultum Financial Advisers Pty Ltd

Aug 2023 - Sep 2025 Ceased

Source: ASIC Financial Advisers Register