Jenny Brown

Jbs Financial Strategists

Gold
30 Yrs Experience
Melbourne, VIC 3000
I’m the founder and CEO of JBS and I oversee the planning decisions made for our clients.  I am also proud to be the 2013 AFA Financial Advisor of the Year and the 2013 FS Smileys Scholar of the Year! I have more than 28 years’ experience in the financial planning industry, and my personal philosophy has never wavered – I get to know what’s important to my clients first, and then act to help them achieve their dreams. As a result, our business is all about building relationships, and it’s helped grow JBS into the thriving and progressive practice it is today, with my lively and dedicated team of advisors and specialists. Life at JBS is all about having fun too, and I want make sure my team are all happy campers. I have a great passion for social media and networking, but I’m equally driven to help women in business, and I sit on several business advisory boards. My Motto in life is to Love what you do and smile. It costs nothing and makes you and those around you feel better!

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • 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

Depending upon the terms of engagement and brief from our clients our fees will vary

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 6
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Fellow Chartered Financial Practitioner (FChFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Jbs Financial Strategists

40, 140 William St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 5:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Licensed by

Jbs Financial Strategists

AFSL 486674

4.95
6 Reviews
5
4
3
2
1
4.75
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Jenny was fabulous in the way she looked after me when I needed help planning my retirement and exit from my business. Without her and the team I'm not sure I would have been able to comfortably look towards the future in the same way as I have now. Jenny is always there when I need her and her team. I highly recommend Jenny and the JBS team to anyone considering planning their future and retirement."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jenny is incredibly knowledgeable, trustworthy and cares about her clients. She wants to achieve the best possible outcomes for them and is delighted when her clients are happy. Jen invests in herself which I believe makes her the best adviser she can be which is very important in a world full of constant change. This positions her very well against others in her industry."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jenny, is very particular in understanding my personal situation and where i want to be in the future, We have discussed a strategy which will enable to achieve my personal goals for myself, my family and my retirement."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When we came to JBS we were really unsure regarding what a financial adviser could do and what they charge. However Jenny and her team were amazing, helping us and keeping us informed all the way along the process. Explaining in really clear language exactly what their recommendations are and how they would affect my wife and I. I highly recommend having a chat to her. Thanks Jenny"

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

"Great work by Jenny and all the JBS team. We're really happy and feel like we are very much on track to achieving our goals."

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

"Jenny Brown and JBS are great advisers, that I highly recommend"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Mentor Education
Completed
1999

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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