Jen joined Ord Minnett in 2014 and focuses her expertise on developing tailored strategic and structural advice to empower clients in achieving their financial and lifestyle goals.
She is dedicated to providing exceptional customer service and fostering long-term, strong relationships with those she advises. With a core focus on superannuation and self-managed super funds (SMSFs), reflecting her understanding of their critical role in long-term wealth creation and ensuring a comfortable retirement, Jen collaborates closely with clients to facilitate wealth growth through strategic asset allocation and effective investment diversification. She is also an experienced personal risk insurance specialist, with a particular focus on delivering financial protection solutions for clients with young families.
Individuals working with Jen can benefit from her comprehensive skills in superannuation and SMSFs, strategic asset allocation and investment diversification.
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