Jenny Gao

Stanford Brown

Gold
6 Yrs Experience
North Sydney, NSW 2060

Recent reviews

Stanford Brown

Level 8, 15 Blue Street
North Sydney, NSW 2060

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 17
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualifications
    • Master of Marketing
    • Master of Professional Accounting
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

The Lunar Group Pty Limited

AFSL 470948

4.95
17 Reviews
5
4
3
2
1
5.00
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"'Jenny has given me great guidance and advice in areas including loan products, self managed super funds and managing debt. Jenny was able to explain things to me in a clear way. Through Jenny's knowledge and experience, I feel confident that the advice given was right for my needs. I usually received Jenny's full care and attention when needed.'"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"All the above covers everything. IMHO thank goodness that Jenny actually is definitely, not usually, a very knowledgeable and professionally experienced adviser."

  • Government Assistance
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Jenny to be extremely approachable and clear in answering any of our questions and thus alleviating any stress we may be feeling. I feel very confident that her advice is up-to-date and always relevant to our situation. She is always extremely prompt in attending to queries."

  • Government Assistance
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jenny is one of the most Professional persons I have had the pleasure to deal with. She has helped us with setting up and maintaining the Self Managed Super Fund. She has regularly kept us appraised of the various movements to the fund and even guided me through a Trauma claim. I have no hesitation in recommending her expertise. Regards. Greg Bainton."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jenny has continually given me advice regarding all aspects of my funds and has fully explained the potential consequences of any changes I have questioned. I have great confidence in her knowledge and ability to look after my interests and, especially in the ensuing potentially rocky times ahead, to guide me as safely as is possible."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have had Jenny advise myself now for a considerable period on matters ranging from insurance through to super. She is extremely experienced and professional along with a strong desire to focus in on a customers main needs. Whatever the topic is she can articulate it in a way that makes it easy to understand and therefore help you make a decision. I have full confidence in recommending her to take care of your financial needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jenny has given me advice in areas including transitioning to retirement and superannuation. Jenny was always able to explain things to me in a clear way. Through Jenny's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jenny's full care and attention when I needed it."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jenny has helped us to plan for our retirement. She made us aware of all the aspects we needed to address. Her knowledge and that of her team was key to the advice she gave us which was appropriate to our needs."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jenny has given us (Dinesh and I) advice on our Super, Share investment and has reviewed the insurance policies that we both have. She explained and provided advice (more a guidance) regarding the best way forward. We have developed a good relationship with Jenny and have utmost respect and trust in her."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As an accountant I understand my current and ongoing retirements as well superannuation position relatively well, above that Jenny provides input and advice that only a specialist in the field can. I have confidence that Jenny will assist me in managing my portfolio and advise me on what actions I should take to advance my retirement financial position."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Marketing

Level
9 - Masters Degree
Institution
University of Newcastle
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2019

Master of Professional Accounting

Level
9 - Masters Degree
Institution
University of New England (UNE)
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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