Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).
Jenny has worked in Financial Services, primarily in the Wealth Management Industry, for over 15 years before making the decision to move into Financial Planning. Jenny commenced a Masters of Applied Finance (Financial Planning) whilst working for an independent advisory firm to gain experience in this area.
Jenny previously held several positions in the sales and distribution team working with Financial Advisers and dealer groups in Key Account Management and as a Business Development Manager for clients at BT Financial Group and Westpac Institutional Bank.
She took a long career break and relocated to Singapore where she pursued her studies and starting a family. Upon returning to Australia with a young family, Jenny took up a position supporting an Executive Adviser, as a Client Service Manager at Viridian Advisory to gain experience in the Industry.
Jenny joined Lifestyle in mid 2020, to undertake her Professional Year towards the path of becoming a financial planner. She is looking forward to fulfilling her aspirations and providing an exceptional experience for clients, while assisting in the process of clients realizing their financial independence.
In her spare time Jenny spends time socializing with friends and family. She keeps fit and energized by running, walking and strength training and enjoys the challenge of multi-tasking work, studies and family.
- Graduate Diploma in Financial Planning
- Master of Applied Finance