Advisor Profile

 

Graham Jay is the Managing Director of Statewide Assets. He began his career in financial services in the 1970s, working both privately and for the National Mutual Building Society. During this time, he gained considerable expertise and technical know-how about the intricacies and workings of financial markets, strategies and property. From this perspective, Graham is able to provide clients with strategic financial planning advice, and recommendations based on a thorough understanding of each client’s circumstances, future goals and lifestyle aspirations.
 
While matters relating to taxation, financial markets, legislation and the myriad of investment strategies available to investors is often a complicated landscape to navigate, Graham has earned a reputation for his ability to communicate sometimes confusing and complicated language in clear and simple terms. This ability enables clients to move forward with confidence, secure in the knowledge that their personal financial strategy is based on protecting and advancing their best interests first and foremost.
 
Graham’s depth of experience across diverse financial markets means he has the necessary skills and expertise to assist high net worth individuals as well as small business clients in the areas of wealth creation, protection and preservation, especially through the use of Self Managed Super Funds and the Small Business Capital Gains Tax Concessions.
 
Over the years, Graham has built loyal and trusting relationships with many clients through his empathetic and caring nature, assisting them in their quest to build financial security for themselves and their families.
 
It is through these relationships that Graham is able to gain a thorough understanding of each client’s unique circumstances and goals, and respond appropriately with relevant advice and recommendations.  When it comes to helping you, Graham will give you advice and recommendations that are designed to achieve your goals, not just advice you want to hear.  Graham believes that life is about more than just money, in fact his advice might just change your mind about what it is you are actually trying to achieve, and how to get there.
 
Graham holds a Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Finance/Mortgage Broking) and meets the competency requirements under ASIC’s Regulatory Guide RG146.
 
Graham is a member of the MFAA (Mortgage Industry Association of Australasia) and abides by their code of professional conduct and ethics.
 
 
Click here to download Graham's Advisor Profile