Jay Brennan
Financial Adviser
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About
Jay Brennan is an ASIC-registered financial adviser based in West Leederville, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Jay holds a Bachelor of Commerce in Global Economics and Finance from Curtin University of Technology and a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Furthering his expertise, Jay has completed specialized training in Margin Lending & Geared Investments, Listed Products, and Self-Managed Superannuation Funds, as well as a Certificate IV in Finance and Mortgage Broking. With his extensive qualifications, Jay is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Jay Brennan today for a personalized consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Jay Brennan provide?
Jay Brennan provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Jay Brennan have?
Jay Brennan holds a Bachelor of Commerce in Global Economics and Finance, a Diploma and Advanced Diploma of Financial Services (Financial Planning), and specialized training in areas like Margin Lending, Listed Products, SMSFs, and Finance and Mortgage Broking.
How can Jay Brennan help me plan for retirement?
Jay Brennan can help you develop a comprehensive retirement plan that considers your financial goals, risk tolerance, and investment preferences to ensure a comfortable and secure retirement.
What is the first step in working with Jay Brennan?
The first step is to schedule an initial consultation where you can discuss your financial situation, goals, and any questions you may have. This allows Jay to understand your needs and determine how he can best assist you.
What can I expect from a financial planning session with Jay Brennan?
You can expect a thorough review of your current financial situation, a discussion of your financial goals, and the development of a personalized financial plan tailored to your specific needs and objectives. Ongoing support and regular reviews will ensure your plan remains aligned with your evolving circumstances.
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