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Heather Jensen

 Heather Jensen

Share profile:
Level 1, 83 Greenhill Road
Wayville
SA
5034
AU

Overview CONTACT THE ADVISER

Heather Jensen Heather Jensen

total Reviews

18

Experience

16yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Carrington Financial Services
Carrington Financial Services

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Westpac/BT
Westpac/BT
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice

Latest Customer Reviews (3 of 18 total)See all

"I find Heather easy to talk to. A person who takes the time to explain the matter in hand with relevant calculations to demonstrate different scenarios. "

Frederick, 65+ 17 Jun 2016

"Heather has an excellent personality that makes it easy to share my personal story. She made my wife and I feel at ease throughout the whole interaction. She followed up on all the details that we did not have on hand at the time."

Lee, 46-55 14 Jun 2016

"Prompt response in any follow up required."

Jennifer, 65+ 11 Jun 2016

History & Qualifications CONTACT THE ADVISER

Awards
  • Semi-Finalist AFA Female Excellence in Advice Award (2015)
  • Securitor SA Rising Star of the Year (2015)
  • Securitor SA Practice of the Year (2016)
Years of experience
  • 16 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 1, 83 Greenhill Road, Wayville
SA 5034 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Other address

Level 1, 83 Greenhill Road, Wayville
SA 5034 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 18 Total Reviews
Frederick, 65+17 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find Heather easy to talk to. A person who takes the time to explain the matter in hand with relevant calculations to demonstrate different scenarios. "

Lee, 46-5514 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Heather has an excellent personality that makes it easy to share my personal story. She made my wife and I feel at ease throughout the whole interaction. She followed up on all the details that we did not have on hand at the time."

Jennifer, 65+11 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Prompt response in any follow up required."

Leith, 35-4510 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Heather has been great. I have never had an advisor give so much attention to my needs and the those of my family."

Laura, 65+09 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"It's a pleasure to work with Heather! Her advice has always proved beneficial."

MARGARET & ALLAN, 65+09 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Heather has a friendly, straightforward approach to working with us. She makes herself readily available to us, thoroughly investigates any problems or queries we may have and always provides reasoned advice."

David, 65+08 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find Heather to be thorough and articulate. Heather makes me feel relaxed and confident with my port folio. Even though investment times are not good my port folio is holding up very well"

Andrea, 46-5506 Jun 2016
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Starting out with a new financial planner can be a daunting process however Heather made the transition seem effortless and seamless. I have been extremely pleased with the level of service Heather has provided to date - her expertise was apparent from day one. Heather is also accessible and responsive therefore I have no hesitation recommending Heather to other family members and friends. "

Geraldine, 46-5505 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent service and advice."

Christine, 56-6505 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Heather has always made herself available to answer even my smallest questions . I have every confidence in her ability to help steer my financial matters. "

Alex, 65+04 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was a it worried about retiring but Heather has helped me to understand what needed to be done and has set up everything I need. "

Dave, 56-6504 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"No comments at this stage"

Diana, 35-4503 Jun 2016
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Heather is always professional & thorough with all of our financial matters but does so in a friendly & relaxed manner - suits us perfectly! "

Brony, 56-6503 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Heather is professional, friendly and gives great advice. When she left her previous employment, we were not pressured to stay with her but she kept in touch and will stay with her because she steers us in the right direction."

Dianne, 65+03 Jun 2016
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Thank you Heather for helping me to understand my benefits with my CentreLink top up and work bonus. You gave me excellent service both face to face and over the phone. "

Victoria , 46-5503 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very helpful Friendly"

Tim, 56-6502 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Heather is always cheerful and on the ball. She is thorough in her understanding of my individual circumstances and works with me closely to find the right fit for me at my current stage in life. Thanks to Heather, I believe I have a great balance of strategies to meet my current financial requirements and set me up for future needs as I head towards retirement."

bette, 56-6528 Feb 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Heather is a joy to work with. I can confidently recommend her to anyone looking for a knowledgeable advisor who listens to the brief and can explain financial concepts in plain English"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

CONSULTUM FINANCIAL ADVISERS PTY LTD

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
12
Customers

#2
Preparing For Retirement
STRENGTH
9
Customers

#3
Self Managed Super Funds
STRENGTH
7
Customers

#4
Insurance Protection
STRENGTH
6
Customers

#4
Savings Investment
STRENGTH
6
Customers

#5
Centrelink Benefits
STRENGTH
5
Customers

x

Overall rating

100%

Heather Jensen

Company: Carrington Financial Services

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Heather Jensen is a member of and in what capacity, the licensee or company of Heather Jensen and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Heather Jensen (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%