Jarryd Thraves CFP®
About Me
Jarryd Thraves joined the Blueprint Wealth team in 2016. Jarryd holds a Bachelor of Commerce Degree majoring in Banking and Finance and a Master of Financial Planning. Jarryd has a background in small business management and has a passion for developing ongoing relationships with clients to help them achieve their goals by delivering personalised strategic advice.
As the CIO, I lead the strategic direction of our investment committee. My responsibilities include overseeing our external investment manager and ensuring a ongoing synergies with our internal IC. I aim to foster a collaborative environment for our IC to enable them to undertake market analysis whilst staying abreast of economic trends. We strive to continually improve our client/advisor communications whilst we focus on maximising returns for any given level of risk through our unique portfolio optimisation.
As a Financial Advisor, my role is to ensure my clients feel prepared, confident and satisfied with the outcomes they seek. The areas of advice include investment planning, structuring and portfolio construction, superannuation (including SMSF and corporate super), retirement planning, debt advice, wealth protection and estate planning. I have a passion for developing ongoing relationships with clients to help them achieve their goals through the delivery of personalised strategic advice.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 7 Years
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Licensed By Amp Financial Planning Pty Limited