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
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Years of Experience 40 Years
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Licensed By Capstone Financial Planning Pty Ltd