About Me

With nearly 30 years of Financial Planning experience during which the Certified Financial Planner status was obtained in 2000 on completing the Diploma in Financial Planning, Jenny looks to assist people "Jenerate" their wealth also ensuring contingency measures are in place. Jenny has also studied Accounting in 1990 whilst working for a major bank. Jenny has since obtained the Certificate in Financial Planning with Griffith Uni in 2019, and in March 2021 obtained a Graduate Diploma in Financial Planning from Griffith University.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®