Financial Adviser
· WEST LEEDERVILLE, WA
Jay Rodney Brennan
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328851
Jay Rodney Brennan is a financial adviser based in West Leederville, Western Australia, with 18 years of experience in the financial services industry. Jay is currently authorised under Ff Financial Services Pty Ltd. 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional.
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
2008
Batchelor of Commerce Global Economics and Finance Double Major
Curtin University of Technology
2008
Diploma of Financial Services (Financial Planning)
PS146 Training Australia
2011
Margin Lending & Geared Investments
Kaplan Professional
2012
Accredited Listed Product Adviser Program
Kaplan Professional
2013
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self Managed Superannuation Fund
Kaplan Professional
2014
Certificate IV Finance and Mortgage Broking
AAMC Training Group
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on SMSF
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on SMSF
Source: ASIC Financial Advisers Register