Heather Jensen

Wealth Fusion

Platinum
21 Yrs Experience
Unley, SA 5061
Heather has been working in the financial services industry for 30 years starting as an Accountant working for Chartered Accounting firms and in the corporate world and then moving to Financial Planning 14 years ago. Heather is committed to inspiring her clients to learn and helping them achieve their goals in both the short and long term. Heather is also a specialist in Self-Managed Super Funds. “To truly understand a client’s needs, a planner needs to be able to stand in their shoes. The most satisfying part of my work is making all the pieces of the financial jigsaw puzzle fit and see my clients when they realise they can fulfill their dreams” says Heather. Outside of work, Heather is an active member of her local Surf Life Saving Club and enjoys gardening, reading, canoeing and keeping up with her husband and two daughters. Heather Jensen On Social Media Heather Jensen Linked In Profile - https://twitter.com/heatherwealth

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Advice fees are inclusive of GST and payable by you at the following stages: 1.) Recommendation: For having a personalised financial plan (SoA) prepared, a plan preparation fee (up to $5,500) is payable. The actual fee will depend on the complexity of your situation and the time it takes to prepare personal financial advice for you. 2.) Implementation: I may charge a placement fee and/or implementation fee to implement the recommendations in your financial plan. These are payable when you decide to proceed with the implementation of any one or more recommendations that I provide to you. The actual fee will depend on the complexity of your situation and the amount of funds invested, but will not exceed: a. a range from $250 (min.) to $1,200 (max.); or b. $250 per hour; or c. the maximum of entry fees or contribution fees specified in the Product Disclosure Statement (PDS) for the recommended product; whichever is the greater. 3.) Ongoing Advice Service and Reviews: If you choose to have me conduct a review of your financial plan to ensure that your financial strategies and financial products remain appropriate to you, you may be charged a review fee. If you choose to have me provide an ongoing advice service, you may be charged a fee ranging from $300 to $11,000pa.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 18
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Wealth Fusion

Unit 4, 80 Marion Street
Unley, SA 5061

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Paragem Pty Ltd

AFSL 297276

4.90
18 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"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."

  • Government Assistance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Prompt response in any follow up required."

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

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

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

  • Government Assistance
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent service and advice."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Bachelor of Arts (Accounting)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
1989

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Chartered Accountant (Financial Planning Specialist)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
2009

Master of Business Administration

Level
9 - Masters Degree
Institution
University of Adelaide (UOA)
Completed
1999

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Practitioner Member
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