Jay Manley
Financial Adviser in Scarborough, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237241
- Location
- Scarborough WA 6019
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 15 September 2022
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning, Deakin University / Financial Planning Association (1999)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jay Manley
Jay Manley is a financial adviser in Scarborough, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000237241.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 15 September 2022.
The register records 1998 as the year Jay first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University / Financial Planning Association, 1999). Jay is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Jay Manley a registered financial adviser?
Yes. Jay Manley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237241.
Which licensee does Jay Manley work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Jay Manley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."