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.
I feel very confident in Jennifer's capabilities. She is confident and immediately I knew we were on the same page. I see many of the agreements help both us and Goldsworthy which is also positive in a relationship.
Jennifer makes us feel as though we are her only client. She fully understands our financial situation and is well informed our finances, our personalities and therefore our aversion to risk. She is always available and offers advice clearly and in a way that we understand. Through Jennifer's knowledge and understanding, we feel very confident that the advice given was right for our needs.
Jennifer and Goldsworthy Investments have been excellent to be a client of. They have extensive knowledge, always customer focused and willing to help you as a person to meet your financial goals. I would highly recommend them to anyone looking to have a holistic and end to end perspective of managing long term financial and retirement goals.
'Jennifer has given me advice in areas including Income Protection & TPD insurance, self super fund portfolio and my brothers Trust investments. Jennifer was always able to explain things to me in a clear way. Through Jennifer's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jennifer's full care and attention when I needed it and this was supported by the friendly staff in her office
Jennifer always comes to the table fully prepared and with excellent knowledge of both my portfolio and the market. She provides advice in language I understand and always provides options for me to consider. Jennifer is outstanding and always gives advise and clarity when I need it.
- Adviser status Platinum
- Number of reviews 25
- First year providing advice 2007
- Years of experience 16
- Bachelor of Business (Financial Planning)
Goldsworthy Private WealthLevel 5, 50-56 Sanders Street
Upper Mount Gravatt, QLD 4122
- 8:30am – 5:00pm Wednesday
- 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd