Zina Jesse

Allenby Consulting

4.95
5 Reviews
Gold
30 Yrs Experience
Five Dock, NSW 2046

Recent reviews

Allenby Consulting

409 Lyons Road
Five Dock, NSW 2046

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualification
    • Bachelor of Economics (Statistics)
  • Language spoken
    • English

Expertise

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

My fees

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

Ongoing Advice advice annual service fee from $1500 One off general advice quoted before meeting

Licensed by

MCA Financial Planners Pty Ltd

AFSL 223610

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

Sort by

5.00

"Zina has been my financial planner for over 20 years. She takes a holistic approach to ensuring my long-term financial health by taking into consideration not only my needs but also my risk tolerance — both of which have changed with time and are actively monitored by Zina. Her comprehensive approach has created for me a remarkably robust and tax-effective portfolio of direct shares, funds, superannuation, property and cash. Zina actively manages the portfolio to ensure true diversification. She is not aligned to any particular investment house or product line and I am always confident that her recommendations are based on independent and fact-based research."

  • Superannuation
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Zina has given me advice on SMSF and Testamentary Trusts. This advice was always given in a clear and concise way. Zina's knowledge & experience, along with her caring nature, always makes me feel that the advice given is right for my needs."

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

"Zina has been my trusted Advisor for several years now managing my Super Fund and investments. Zina's Knowledge and Experience and ability to explain outcomes in the areas she believes are right me is great. I would recommend Zina to Friends and Colleagues."

  • Superannuation
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Zina has given me advice in areas including budgeting, super funds and managing debt. Zina was usually able to explain things to me in a clear way. Through Zina's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Zina's full care and attention when I needed it. I would definitely recommend Zina to family and friends."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Zina has been our advisor for 20 years and has always provided us with measured advice on our finances. As we have moved through different life stage she has given us advice on dealing with unemployment, aged care, estate planning and planning for retirement."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Economics (Statistics)

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2002

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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  4. Questions
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