Jean Watt CFP®

About Me

Jennie has over 30 years in the Financial Services and Insurance Industry, including more than 22 years as a Financial Planner. Jennie combines her knowledge and experience to work with clients in providing solutions that will help them achieve their individual goals. Client satisfaction is a focus and Jennie offers this through her Client Care Service.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 40 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®