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. Changing licensee from AMP owned Charter Financial Planning to Alliance Wealth under Centrepoint Alliance in 2024, Jenerate has since joined an aggregation of like-minded advisers under an aggregation named Futurepoint Wealth.