Senior Financial Planner
Jolene has over 15 years of experience in financial services and advice. She started in the financial services industry working in banking institutions. However, she progressed to self-employment in 2006 as she wanted to be able to provide her clients with the highest level of unbiased advice and work as an independent adviser. Since then, she has helped thousands of clients achieve their wealth accumulation and retirement goals.
Jolene has completed a Bachelor of Economics and Politics at the University of New South Wales. She has also obtained her Masters in Commerce (Financial Planning) from the University of Western Sydney, and is a SPAA registered Self-Managed Super Fund Specialist.
Jolene is able to provide specialist advice on all aspects of financial planning, and in particular specialises in:
- Working with clients to calculate, predict and adjust wealth accumulation goals and income needs over time
- Self-Managed Super Funds
- Superannuation and retirement planning
- Risk management via personal insurance
Jolene enjoys working with clients who are looking to accumulate wealth effectively, taking into account capital, income and taxation requirements both now and in the future.
Outside of work, Jolene loves spending time with her husband, Matthew, and their four children. She enjoys the coast lifestyle, including going to the beach, fishing, and hiking.