As an experienced Certified Financial Planner, I am committed to providing my clients with quality straightforward advice and the highest levels of customer service.
I am passionate about helping clients set and achieve their unique retirement lifestyle and financial goals, and partnering with them throughout their various stages of retirement planning.
I’ve worked in the industry for over 20 years, and have gained experience working for leading fund managers and product providers across diverse and challenging roles including Compliance Manager, Product Project Manager and Technical Manager.
In 2005, I found my niche in providing financial advice to clients on Sydney’s lovely Northern Beaches.
Advice charged will depend on the type of advice services your are after and the complexity of the advice sought. Advice fess will be quoted prior to seeking your agreement to proceed with the provision of personal advice.
Jenny has been my financial adviser for many years now providing with me sound financial advice in areas of superannuation, insurance products, budgeting and government assistance available. Jenny consistent;y operates with the highest of integrity. I am extremely happy with Jenny's advice, knowledge and experience, for my needs. I have continually recommended Jenny to family and friends.
Since the first time my wife and I met Jenny to discuss our finances her assistance has been invaluable. Her understanding of our situation, advice and explanations of how best to invest our superannuation plus the results achieved, have shown me that our finances are in the very best of hands.
Because of Jenny’s knowledge and experience I have been able to retire without the worry of managing my superannuation. I have complete faith in Jenny’s recommendations and advice and I’m living the best life thanks to her! She explains everything really clearly and is always willing to answer any queries at any time. I am so fortunate and grateful to be one of her clients.
Jenny's knowledge helped us plan for our retirement. Her focus was what we wanted and worked the plan around that. We always feel she has our best interest at heart. She was always available whenever we had questions. Jenny's financial know how has given us a stress free retirement. We have recommended Jenny's service to others, we are extremely grateful to Jenny for the financial assistance and her concern for our well being.
Jenny has been exceptional in reorganising my superannuation to meet my needs in retirement. She is thorough, impressively researched, well organised and wonderfully patient when faced with many questions. I would readily recommend Jenny to anyone seeking financial advice, especially in the area of superannuation.
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2005
- Years of experience 18
- Certified Financial Planner (CFP)
Retire By Design Pty LtdThe Gateway Building, Suite 16, Level 3, 1 Mona Vale Road
Mona Vale, NSW 2103
- 9:00am – 5:00pm Monday – Wednesday, Friday
- 9:00am – 9:00pm Thursday
Matrix Planning Solutions Ltd