Jenny is a Certified Financial Planner® and Accredited Mortgage Consultant with more than 15 years experience. She was named one of Australia’s Top 50 Financial Planners in The AFR Smart Investor Masterclass of 2012. She is also currently listed as Sydney’s Top 10 Financial Planner by an online guide. Her commitment to excellence and professionalism has now become a brand that attracts quality clients from around the country. Jenny volunteers as a pro bono adviser with the Cancer Council NSW. She is also a contributing expert to FPA’s online forum and a finance columnist for lifestyle magazines and online media.
So happy to have been referred to Jenny. My husband and myself have the upmost respect for Jenny and trust her superior financial advice.
She is very knowledgeable and smart , best investments ever done is working with her
Jenny provided us with sound financial advice that allowed us to save taxes and maximise our Centrelink entitlements in the lead up to retirement. Jenny was able to explain concepts and ideas in simple terms for us as we are not familiar with financial terminology. She is always professional as well as friendly and prompt with her follow up and on time for appointments. We are extremely happy with Jenny and have had no hesitation in recommending her services to family and friends who are interested in looking at options to make their money work harder for them.
Jenny not only helps improve the return on your finances but helps you understand the positive outcomes that come from financial security, making the ultimate goals personal and not just achieving more money in the bank! It took the stress away knowing this important area of my life was in safe hands. She is committed, loyal and trustworthy and nothing is too much to ask. I look forward to continuing our positive relationship and would recommend her to anyone who is in need of some sound financial advice
Jenny has been my financial planner for several years now. During that time I have found her to be not only an astute and knowledgeable judge of financial matters, always being aware of statutory and regulatory developments and potential developments which may affect my financial affairs, but also to be a great communicator and an empathetic observer of human nature. I would highly recommend her services to anyone in need of a financial planner.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2002
- Years of experience 20
- Graduate Diploma of Financial Planning
Solomon'S Ark Pty Ltd3 Spring Street
Sydney, NSW 2000
Lifespan Financial Planning