About Me

Named as one of Australia’s Top 50 Financial Planners in The AFR Smart Investor Masterclass of 2012, Jenny is a Certified Financial Planner® and Accredited Mortgage Consultant with more than 15 years experience. Her 360 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. Her areas of expertise include: savings and investments, superannuation and retirement, tax planning, debt management, insurance, and government entitlements.

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 23 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®