I am passionate about providing thoughtful, proactive and comprehensive advice to my clients so that they are empowered to make more informed financial decisions to achieve their lifestyle and financial goals throughout the different stages of their life.
Learn more about Jas Grewal
Jas is Senior Financial Advisor with McLean Delmo Bentleys Financial Services division and 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.
She 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.
Qualifications Ι Memberships Ι Accreditation
- Masters in Financial Planning
- Certified Financial Planner (CFP), Financial Planning Association
- Certified FPA Aged Care Specialist
- Member, Financial Planning Association
- Member, Tax Practitioners Board
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.