Jorge Lay
Financial Adviser in Woolner, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006502
- Location
- Woolner SA 0820
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 1 October 2020
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2004); Advanced Diploma of Financial Services (Financial Planning), Mentor Education Group (2009); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2009); Margin Lending & Geared Investments, Kaplan Education Pty Limited (2011)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jorge Lay
Jorge Lay is a financial adviser in Woolner, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001006502.
The licensee Jorge advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 1 October 2020.
The register records 2004 as the year Jorge first provided financial advice. The qualifications listed for Jorge include Diploma of Financial Services (Financial Planning) (Tribeca, 2004), Advanced Diploma of Financial Services (Financial Planning) (Mentor Education Group, 2009) and Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2009).
Jorge is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jorge Lay a registered financial adviser?
Yes. Jorge Lay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006502.
Which licensee does Jorge Lay work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Jorge Lay 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; standard margin lending.