At Wisdom Wealth Services we value being a part of your lives. We will help you ease your financial concerns and we thrive on seeing you reach your dreams which really brings a smile to our faces. That’s why at Wisdom Wealth Services we have a friendly low pressure approach, thorough and professional service tailored to suit your needs. We accumulate, protect your wealth and plan for your retirement through face to face financial advice.
- B.Int.Bus DP(FP) ADFS (FP)
Director / Senior Financial Planner
Jas Atwal has experience with the National Australia Bank and Westpac Bank during his financial planning career. He holds an Advanced Diploma of Financial Services and has a Bachelors Degree in International Business. Jas has a strong technical background and is highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, gearing strategies and wealth creation in general. Jas works closely with his clients on an ongoing basis to continually monitor and review their financial strategies. Jas has won a number of awards including The National Australia Bank 2013 Leading Lights award for exceptional service and advice.