About Me

Jane has been a financial planner since 1999 and has worked in the financial services industry since the mid 1980’s. In that time, she has been providing holistic advice to her clients, encompassing the areas of superannuation, retirement, including Centrelink options, risk (personal insurance) and non-super investments. Financial planning can be complex, but Jane is able to provide simple strategies to sometimes complex situations, so that her clients comprehend her advice and the benefits of it, and feel protected and supported.
In her spare time, Jane enjoys singing in a women’s community choir, gardening, reading and anything to do with the beach.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®