Jayne is a qualified Financial Planner with the Internationally recognized prestigious designation of Certified Financial Planner from the Financial Planning Association, and has completed a Graduate Diploma in Financial Planning. The need for specialist self-managed superannuation advice is growing and Jayne is a member of the Self-Managed Super Fund Professionals’ Association of Australia (SPAA). Jayne was first issued with a Financial Planner’s Proper Authority in 1986 and having experienced the evolving dynamics of the industry has gained broad and valuable insights. Having been involved in the financial services industry for around 20 years, she is regarded as highly experienced and senior financial planning practitioner.

Since the establishment of Jayne’s first financial planning practice in 1986, she has questioned the impact of trail commissions on the standard of professionalism in the industry and regards the ability to offer transparent, objective, fee for service advice as the foundations of the service she provides and the key to client centric advice.

As an investment specialist, CFP Financial Planner and self-employed business owner, Jayne understands the challenges of managing complexity and can help you manage yours by establishing a strategic plan, guided by specialist area expertise. Structures and disciplines will be set in place to see that plan through and collaborate with you to build your life, to your design.

Being raised on a cattle property as the fourth generation, Jayne experienced a value system of integrity, discipline and work ethics which she has carried with her into the profession of financial planning.

Jayne has lived on the Sunshine Coast for over 30 years, raised 3 children in this idyllic environment and enjoys the people, the lifestyle and everything the Coast has to offer. Jayne’s most recent pursuits have included rock climbing and trying to master a surf ski.

Jayne is a Sub Authorised Representative No 244719 of Corporate Authorised Representative CMA Financial Services Pty Ltd No 401631.