I am the 2013 AFA Financial Adviser of the Year, Public Speaker, CEO and Founder of JBS Financial Strategists a boutique financial planning company in Melbourne, specialising in SMSF’s for executives and small business owners. We love working with pre and post retirees, to help them transition into the next phase of their life.
After being retrenched from a major advertising company in late 1990, I started my foray into sales and learned to love listening to motivational and inspirational tapes on how to believe anything is possible, I answered an ad to work in the insurance field, got the job and started to study again!
I love building great relationships that often turn into friendships and am passionate about helping people. I am involved in several business advisory groups where I discuss with small business the issues they face in running their respective enterprises. I sit on a number of Business Advisory Boards helping women in business, am an avid networker, connector and Social Media advocate! Winning the FS Smileys Scholar of the Year as well as continuously being named part of the FSPower50 shows that social/digital media in deed has a strong place within financial services.
At JBS we have an awesome client focused, social media savvy, fun team who are the engine driving JBS’s success. I delight in investing in the professional development of our team, we are all highly qualified and love learning. When my team is happy and working at their optimum, our clients are happy and the rewards are universal. This is the legacy I want to leave JBS. We are a thriving, client driven practice that will flourish long after my retirement.
If I could do nothing else, I'd be happy networking and talking to people all day long about what's important to them in life!
My Motto: Love what you do and Smile it costs nothing and makes you and those around you feel better!
I'm Passionate, Grateful and Love what I do.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchDepending upon the terms of engagement and brief from our clients our fees will vary, but are all fully explained and signed off prior to any work being undertaken
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 6
- First year providing advice 1992
- Years of experience 32
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
JBS Financial Strategists
Level 40, 140 William StMelbourne, VIC 3000
Opening hours
- 9:00am – 4:00pm Friday
- 9:00am – 5:30pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
JBS Financial Strategists
AFSL 486674