Jennifer (“Jenn”) Laing SSA® entered the financial services
profession in January 2023 as a Client Services Officer and
progressed quickly into professional advice. She
commenced her Professional Year in March 2023, passed
the Financial Adviser Exam on her first attempt in
November 2023, and completed all remaining requirements
to become a fully authorised financial adviser in November
2024.
Jenn holds a Bachelor of Accounting (Financial
Planning) from CQUniversity, graduating with distinction in
2023. She further strengthened her technical capability by
completing the Specialist Superannuation Adviser
(SSA®) accreditation in July 2025. Her commitment to
professional excellence has been recognised through
multiple industry accolades, including being named a
finalist for the FAAA Rising Star of the Year (2023) and a
finalist in the Women in Wealth Rising Star category (2026).
Jenn’s professional strengths include superannuation and
insurance reviews across both retail and SMSF
environments, transition-to-retirement and contributions
strategies, and Centrelink optimisation. She is known for
her calm, client-centred approach — taking the time to
understand each person’s circumstances, goals, and
constraints before mapping clear, practical strategies.
Clients value her ability to explain complex concepts simply
and to show them what their financial future may look like
under different scenarios.
Outside of work, Jenn lives the same principles of
intentionality and balance that she encourages in her
clients. She enjoys camping and reconnecting with nature,
often using time outdoors as a way to reset and maintain
mental clarity. At home, she finds creative outlets in
cooking delicious food, engaging in restorative crafts such
as diamond art and cross-stitch, and learning from YouTube
creators who focus on intentional living, holistic wellbeing,
and simplified routines. These practices support her own
grounded lifestyle and reflect her belief that financial
advice is most effective when it aligns with a person’s
broader wellbeing and life design.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 3
- Years of experience 2
-
Highest qualification
- Bachelor of Accounting (Financial Planning)
-
Language spoken
- English
Modern You Financial Planners
720 Union RdGlenroy, NSW 2640
Meeting methods
- In person
- Video call
Licensed by
Interprac Financial Planning Pty Ltd
AFSL 246638