Jeannie Van Raay

Over the many years in this industry, I have developed a real passion for helping ordinary Australians to achieve their financial goals. I believe that financial planning is more than just putting strategies and products in place – it is the important skill of identifying opportunities and providing solutions that are real and relevant to a specific client and that are going to provide that client with a better outcome.

My experience from the ground up has enabled me to understand and excel in the many roles and responsibilities within the financial planning process. I have seen and embraced much change in this industry over the years and am proud and passionate to be a part of it.

The internationally recognised accreditation of the CFP® mark represents a symbol of trust and a mark of excellence and provides reassurance that we work to the highest professional and ethical standards always putting the client first. As CFP professionals we must satisfy ongoing renewal requirements including continuing professional development.

I believe in how the value of our advice can provide peace of mind to our clients and I get an enormous satisfaction from seeing plans come to life and continue to meet their objectives.