Jas Grewal
Advisor, Bentleys Wealth (Victoria), Bentleys Victoria
Jas Grewal is a Senior Financial Advisor with Bentleys (Victoria).
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 holds membership in the Financial Advice Association of Australia (FAAA).
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.
Financial advice services that are provided by Jasminder Grewal (AR 455001) and Bentleys (Victoria) Pty Ltd (ABN 13 074 642 587) are Authorised Representatives of Fortnum Advice ABN 52 634 060 709 AFSL 519190. Other Bentleys entities operate separately from Fortnum Advice. Fortnum Advice is not involved in, or responsible for, the services, advice or products they provide.
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