Our Team

Jenny is a Certified Financial Planner® and Accredited Mortgage Consultant with more than 15 years experience.

She was named as one of Australia’s Top 50 Financial Planners in The AFR Smart Investor Masterclass of 2012. She is also a nominee for the 2012 Female Excellence in Advice Award in recognition of her passionate and committed approach to her business and her clients.

Her 360 Degree Review Approach is a structured review she developed to help clients get the most out of their financial decisions by comparing options and recommending the best course of action.

Qualifications

• CERTIFIED FINANCIAL PLANNER®
• ACCREDITED MORTGAGE CONSULTANT
• ACCREDITED LISTED PRODUCT ADVISER
• Graduate Diploma of Financial Planning
• Diploma of Technical Analysis
• Diploma of Financial Services (Mortgage Broking)
• Certificate of Self Managed Superannuation Fund
• Bachelor of Arts (Economics and Psychology)

Memberships and Associations

• Financial Advice Association Australia
• Mortgage and Finance Association of Australia
• Australian Technical Analysts Association
• NSW Justices Association – Justice of the Peace