Financial Planner Member of the FPA
Jennifer has over 30 years experience in the financial services industry.
She was employed with Suncorp for 16 years, where she gained experience in banking, finance, bank branch management and financial planning. Jennifer commenced her financial planning career with Suncorp Financial Planning in 1999 and completed her Advanced Diploma of Financial Planning in 2011. In recent years Jennifer has broadened her experience with organisations such as Victoria Teachers’ Credit Union Financial Planning and boutique financial planning and accounting practices.
Jennifer has extensive experience in providing financial advice in all areas of personal financial planning including retirement planning and superannuation; self-managed super funds, and wealth creation with the aim of assisting clients to successfully manage their financial life and goals.
In June 2011, Jennifer joined RACQ Financial Planning (previously known as QT Financial Planning) as a Financial Planner. Jennifer is responsible for providing portfolio advice to clients, families and individuals in the Brisbane area. Her approach is to build and maintain a professional relationship with clients to ensure that their individual goals are met by creating and implementing personalised financial strategies. Jennifer’s areas of expertise include retirement planning, financial markets, wealth creation and self-managed super funds.
Jennifer is an associate member of the Financial Planning Association of Australia (FPA).