Jim Fay - Financial Adviser

Extensively experienced and goal-oriented Financial Adviser with a demonstrated track record in providing advice in all area’s of general insurance and financial planning.

I have over 30 years experience in the local insurance and financial services industry and have been a Director of Combined States Financial Services since 1987.

• Life Insurance
• Personal & Employer Superannuation
• Portfolio reviews
• Investment and Retirement planning
• Investment gearing strategies
• Efficiency Improvements
• Managed Funds and Portfolio administration services
• Government debentures, Stocks or Bonds

How We Can Help You?

We have a diversified clientele that range from small businesses to large companies, farmers, various tradesmen, retirees and transitional clients.

We find solutions that will protect your human assets such as your ability to earn an income, total and permanent disablement, loss of life, keyman cover and business partnership protection.

Thinking about your retirement?

We can help you there too, through wealth accumulation strategies such as Superannuation, Self Managed Superannuation funds (SMSF) and Transition to Retirement strategies.

What about investments?

We provide tailored solutions that meet your tolerance and understanding towards risk by using both direct shares and managed funds inside and outside of superannuation.

Corporate Authorised Representative of
AXA Financial Planning Limited ABN 21 005 799 977
Australian Financial Services Licensee, Licence No. 234663
Member of the Global AXA Group
750 Collins Street Docklands Melbourne Victoria 3008
GPO Box 2830AA Melbourne Victoria 3000

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