Jenny joined RetireInvest Caloundra in August 2015, having recently relocated from Brisbane. She brings with her, 20 years’ experience in the financial planning industry, in roles ranging from Client Services to Senior Adviser.
She holds a Diploma of Financial Planning (Deakin University), has completed the Certified Financial Planner (CFP) education program and has attained CFP professional status. In her role as associate adviser, Jenny is responsible for assisting the advisers with financial strategies, research and producing the advice documents.
Jenny is enjoying the coast lifestyle including spending time at the beach, getting out in the boat for a bit of fishing and being closer to family.
Spending time at the beach, getting out in the boat for a bit of fishing and being closer to family.
Superannuation, Retirement planning, Investments, including savings plans, Personal insurance