Financial Adviser · SCARBOROUGH, WA

Jay Manley

28 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000237241

Jay Manley is a financial adviser based in Scarborough, Western Australia, with 28 years of experience in the financial services industry. Jay is currently authorised under Matrix Planning Solutions Limited. Jay holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jay holds a Diploma of Financial Planning from Deakin University / Financial Planning Association. Jay is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Diploma of Financial Planning

Deakin University / Financial Planning Association

Registration History

Matrix Planning Solutions Limited

Sep 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Matrix Planning Solutions Limited

Apr 2020 - Feb 2022 Ceased

Financial Wisdom Limited

Sep 2003 - Mar 2020 Ceased

Not authorised to provide personal advice on Standard Margin Lending, Securities

Source: ASIC Financial Advisers Register