top of page

Meet Jenny

BAS Agent, CFA, GAICD

In the last 15 years, I have worked in large investment banks, serviced High Net Worth family offices and looked after the finances of small businesses in a diverse range of industries and not for profit organisations.

​

My philosophy is to, first, help my clients streamline business processes and adopt the latest time saving technologies, so then, together we can make strategic financial decisions based on accurate and meaningful information.

​

Having worked across organisations large and small, both for profit and not-for-profit, I bring unique perspective to my clients and offer various advisory services as they grow their business and personal wealth. I believe the combination of my business and communication skills are valuable to many business owners.

​

I live with my husband and a young family in Sydney, and I would love to help you take control of your finances. 

DSC_1547_edited.jpg
bottom of page