Associate Adviser
Current
Parc Wealth Management Pty Ltd
Aug 2019 - Present
AeroLeads people directory · profile
Andy Lay Email & Phone Number
Associate Adviser
at
JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013
1 work email found
@jbsfinancial.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Role
Associate Adviser
Location
Greater Melbourne Area, Australia, Australia
Company size
Who is Andy Lay? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Andy Lay is listed as Associate Adviser at JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013, a company with 12 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at jbsfinancial.com.au and a matched LinkedIn profile for Andy Lay.
Andy Lay previously worked as Associate Adviser at Parc Wealth Management Pty Ltd and Client Services Manager at Parc Wealth Management. Andy Lay holds Business, Banking And Finance from Victoria University.
Company email context
Email format at JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013
This section adds company-level context without repeating Andy Lay's masked contact details.
{first_initial}{last}@jbsfinancial.com.au
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AeroLeads found 1 current-domain work email signal for Andy Lay. Compare company email patterns before reaching out.
Profile bio
About Andy Lay
From an early childhood, I've always believed in saving up for future rewards. From purchasing my first game console with saved up pocket money, to purchasing my first motor vehicle worth $35,000 at the age of 18, I've always had a passion for investing towards a goal. In 2003 I commenced my first employment with the Coles chain. This led me to discover, I had a great interest in dealing with people from all walks of life. This interest along with my passion for investing towards goals, led me to the Financial Planning Industry.After completing my Bachelor's Degree in Banking and Finance, I was employed by JBS Financial Strategists. 50% of my time is dedicated to JBS Financial Strategists, whilst the other 50% is dedicated to Income Essentials. Having being able to work in both parts of the business allows me to gain plenty of insight in to the financial world, whilst at the same time meeting new people and making new friends.
Listed skills include Investments, Superannuation, Financial Services, Pensions, and 18 others.
Current workplace
Andy Lay's current company
Company context helps verify the profile and gives searchers a useful next step.
Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013
7 roles
Andy Lay work experience
A career timeline built from the work history available for this profile.
Client Services Manager
Parc Wealth Management
Client Services Manager
Parc Wealth Management
Client Service Manager Super/Investment/ Insurance
- Respond to client inquiries.- Ensuring high levels of services are provided to our clients.- Review client's Superannuation and investment Accounts.- Review client's Insurance Policies.- Prepare Statement of Advice documents for new clients.- Correspond with clients, Insurance and Super providers.
Client Service Manager
Income Essentials
- Answer General inquiries- Process incoming and outgoing funds to clients.- Corresponding with clients, employers and other third parties in regards to funds being processed.
Duty Manager
Managing a team of 15-20 members every night and ensuring high levels of standards are met for our customers.
Nov 2003 - 2011
Case Manager
Feb 2010 - Dec 2010
Team & coworkers
Colleagues at JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013
Other employees you can reach at jbsfinancial.com.au. View company contacts for 12 employees →
SE
Sharyn Evans
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Mildura, Victoria, Australia, Australia
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DS
Daniel Santopietro
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Melbourne, Victoria, Australia, Australia
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PL
Paolo Lini
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Nocera Inferiore, Campania, Italy, Italy
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JK
Johane Kraouch
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Postal, Trentino-Alto Adige, Italy, Italy
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LM
Lorie Mcdonald
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Greater Melbourne Area, Australia
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WH
Warren Hanna
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013South Melbourne, Victoria, Australia, Australia
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PF
Peter Folk
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Melbourne, Victoria, Australia, Australia
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GC
Geraldine Cañete
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Philippines, Philippines
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TC
Tanaka Chivazve
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Cremorne, Victoria, Australia, Australia
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Sharyn Evans
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Mildura, Victoria, Australia, Australia
View →
DS
Daniel Santopietro
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Melbourne, Victoria, Australia, Australia
View →
PL
Paolo Lini
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Nocera Inferiore, Campania, Italy, Italy
View →
JK
Johane Kraouch
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Postal, Trentino-Alto Adige, Italy, Italy
View →
LM
Lorie Mcdonald
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Greater Melbourne Area, Australia
View →
WH
Warren Hanna
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013South Melbourne, Victoria, Australia, Australia
View →
PF
Peter Folk
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Melbourne, Victoria, Australia, Australia
View →
GC
Geraldine Cañete
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Philippines, Philippines
View →
TC
Tanaka Chivazve
Colleague at Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013Cremorne, Victoria, Australia, Australia
View →
3 education records
Andy Lay education
Business, Banking And Finance
Diploma, Banking And Finance
Holmesglen Tafe
Education record
Springvale Secondary
FAQ
Frequently asked questions about Andy Lay
Quick answers generated from the profile data available on this page.
What company does Andy Lay work for?
Andy Lay works for JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013.
What is Andy Lay's role at JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013?
Andy Lay is listed as Associate Adviser at JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013.
What is Andy Lay's email address?
AeroLeads has found 1 work email signal at @jbsfinancial.com.au for Andy Lay at JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013.
Where is Andy Lay based?
Andy Lay is based in Greater Melbourne Area, Australia, Australia while working with JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013.
What companies has Andy Lay worked for?
Andy Lay has worked for Parc Wealth Management Pty Ltd, Parc Wealth Management, Jbs Financial Strategists - Home Of Afas Financial Adviser Of The Year 2013, Income Essentials, and Coles.
Who are Andy Lay's colleagues at JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013?
Andy Lay's colleagues at JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013 include Sharyn Evans, Daniel Santopietro, Paolo Lini, Johane Kraouch, and Lorie Mcdonald.
How can I contact Andy Lay?
You can use AeroLeads to view verified contact signals for Andy Lay at JBS Financial Strategists - Home of AFAs Financial Adviser of the Year 2013, including work email, phone, and LinkedIn data when available.
What schools did Andy Lay attend?
Andy Lay holds Business, Banking And Finance from Victoria University.
What skills is Andy Lay known for?
Andy Lay is listed with skills including Investments, Superannuation, Financial Services, Pensions, Financial Planning, Strategic Financial Planning, Retirement Planning, and Wealth Management.
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