Jean has been part of our Wealth Management team for over 10 years, holds an Advanced Diploma of Financial Planning, is a member of the Financial Planning Association and has also successfully completed the Financial Adviser Exam and met the FASEA education standards for financial advisers.
Jean applies her knowledge to deliver the best outcome for her clients, some of the areas covered are - retirement planning, superannuation and wealth accumulation strategies, personal risk and business insurance, estate planning, and Centrelink strategies.
Jean builds strong relationships with her clients to offer the personalised advice they need to achieve their lifestyle goals. She guides her clients with concise personal advice, priding herself on her commitment to the bigger picture. Jean displays dedication in making the complex simple by educating her clients to ensure that they, and their families, are able to own their financial future.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Beyond Bank Australia Ltd. ABN 15 087 651 143 AFSL/Australian Credit Licence 237 856.
Jean is not authorised to provide advice on:
- Self-Managed Superannuation Funds (SMSF)
- Margin Lending/Gearing
Please ask Jean if you would like a referral for these services.