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Jeannie Van Raay

S & J Financial Planning Pty Ltd

Gold
22 Yrs Experience
Blackburn North, VIC 3130

With over three decades in the financial planning industry, and 16 years as a Certified Financial Planner, I am passionate about helping people navigate life's complex financial decisions, with clarity, care and confidence. I specialise in areas of investment, superannuation and retirement planning, social security (Centrelink/DVA) and aged care.

As a Certified Financial Planner and member of the Financial Advice Association Australia, I am committed to putting client's interests first, ensuring integrity, objectivity and fairness. I want to make advice available to everyday Australians at any stage in their lives, and empower them to achieve financial security and confidence in their decisions.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 22
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

S & J Financial Planning Pty Ltd

15 Diana Dr
Blackburn North, VIC 3130

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Synchron Advice Pty Ltd

AFSL 243313