"Jean believes wealth creation and preservation begins with a goals-based investment approach, taking into account your needs and objectives then providing investment strategies to meet these goals."
Jean has over 20 years' experience working in the financial services industry, commencing in financial planning then expanding those capabilities to create and preserve wealth, by tailoring strategies focused on quality listed investments.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Jean works closely with her clients to provide appropriate goals-based investment advice, constructing and managing portfolios using her knowledge, experience and research with a particular emphasis on quality direct investments.
Industry Education & Experience
Qualifications
- Bachelor of Science, University of Sydney, 1994
- Diploma of Financial Planning, Financial Planning Association, 2002
- Master of Commerce [Finance], University of NSW, 2010
- Ethics and Professional Relationships, QUT, 2020
- SMSF Specialist Pathway Program, Tribeca, 2007
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Gowan Brae Wealth Management Pty Limited, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me as your adviser by way of salary and potential dividends.