Qualifications:
Advanced Certificate in Financial Planning | Postgraduate Diploma in Financial Planning | Certified Financial Planner (CFP®)
Experience:
Jennifer brings extensive experience in financial services and investment management, supporting advisory partners with practice operations and client growth. With 19 years in the industry, she values long-term relationships with high-net-worth clients and takes pride in ensuring portfolios are managed with care, consistency and a high level of personal support.
