Jas Grewal
Advisor/Analyst, McLean Delmo Bentleys Victoria
Jas Grewal is a Senior Financial Advisor with McLean Delmo Bentleys Financial Services at McLean Delmo Bentleys
Jas holds 20 years’ in experience across financial planning and Global Banking. She has held various roles during these years as adviser and as senior manager. She has managed wealth management business with Australian and international banks.
Jas’s qualifications include a Masters in Financial Planning and Certified FPA Aged Care Specialist. She holders membership in the Financial Planning Association and Tax Practitioners Board.
Jas firmly believes in building lasting, trustworthy relationships through working closely with her clients.
She provides strategy based holistic advice to her clients, focusing on their goals and aspirations. It provides her clients the clarity and confidence to move forward with their financial decisions.
Jas specialises in strategies around wealth creation, wealth protection, tax planning, superannuation/pension, succession planning and aged care planning.
Jas is an Authorised Representative (Number 455001) of McLean Delmo Bentleys Financial Services (ABN 39 073 019 815, AFSL 000245558). Read our Financial Services Guide
Send enquiry
We’d love to hear from you. Complete the form and someone from our team will contact you soon.