Jennifer Goldsworthy

Goldsworthy Private Wealth

Platinum
17 Yrs Experience
Upper Mount Gravatt, QLD 4122

I have been a Financial Adviser since 2007, when I completed a Bachelor of Business in Financial Planning through RMIT University. At that point I was one of the youngest advisers in Australia at the time. In my tenure as an adviser I won the 2008 AMP New Adviser Award for Qld and in 2014 and 2015 I featured on the finale of Channel 9's "The Block" as a representative for AMP discussing Australian's love of property and where it fits into a portfolio.

I am passionate about providing relevant and reliable advice to everyday people to help improve their situation and make very dollar count.

I am very hands on, once a strategy is put in place, it is very important to also monitor and track the performance of a strategy and make necessary adjustments as things change.

I provide advice in most areas however, my specialties are Retirement and Pre-Retirement Planning, Aged Care, Centrelink Strategies and Building Wealth.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.93
  • Number of reviews 27
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Goldsworthy Private Wealth

Level 5, 50-56 Sanders Street
Upper Mount Gravatt, QLD 4122

Opening hours

  • 8:30am – 5:00pm Wednesday
  • 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday

Meeting methods

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706