Jenny BrownCFP SSA DipFP FChFP
I’m the founder and CEO of JBS and I oversee the planning decisions made for our SMSF client. I am also proud to be the 2013 AFA Financial Advisor of the Year and the 2013 FS Smileys Scholar of the Year! I have more than 21 years’ experience in the financial planning industry, and my personal philosophy has never wavered – I get to know what’s important to my clients first, and then act to help them achieve their dreams.
As a result, our business is all about building relationships, and it’s helped grow JBS into the thriving and progressive practice it is today, with my lively and dedicated team of advisors and specialists. Life at JBS is all about having fun too, and I want make sure my team are all happy campers.
I have a great passion for social media and networking, but I’m equally driven to help women in the financial planning industry, and I sit on several business advisory boards.
My Motto in life is to Love what you do and smile. It costs nothing and makes you and those around you feel better!
Senior Financial Adviser
I’m a Financial Coach @ JBS Financial Strategists, with over 10 years’ experience. Over time I have seen a growing need for personal cash flow advice, an area somewhat neglected in this profession. It comes from my belief that the biggest influence on you achieving your financial and lifestyle goals is how you utilise your cash flow.
This has driven me to develop the JBS Cash Coach program which aims to assist people take control of their cash flow position and financial / lifestyle goals. I help clients set a spending and savings plan which is aligned to their goals and provide ongoing mentoring / coaching / advice to keep clients accountable and motivated with their plan to ensure they remain on track to meet their goals. I believe Cash Flow Management is critical no matter what stage of life you are at and I aim to help clients Create wealth, Protect what they are building, and Enjoy their successes.
I work with clients who are seeking an engaging process and willing to work with me in a pro-active manner and on an ongoing basis to help achieve their goals. I take a goals-based approach and build long-term relationships and trust with my clients, and my focus is to maximise the probability of my clients achieving the outcomes they are seeking.
Outside of work and it’s all about family time and having fun with my 2 year old son Ashton. When time permits my passion for sport kicks in and my love for the Western Bulldogs.
Senior Financial Adviser
I’ve come on board as a Senior Financial Adviser in the SMSF side of the business. I’ve been working in financial planning since 2003 and I have a passion for all things SMSF including the technical stuff like structuring property purchases, retirement planning and insurance.
My drive is making sure that my clients are following the best possible path to reach their goals which means I have to be up there on all the technical knowledge. I’m a reader and researcher by nature and I want to keep up to date with financial planning strategies, structure and legislation.
It’s an ongoing series where I talk about all things retirement including tips on things to do to boost your super before retirement, when best to retire, what to do in retirement and much more. The aim is to assist you to transition into your desired retirement.
I’m also a keen (and reasonably good even if I do say so myself) golfer, making sure I get out every couple of weeks. I also get around on a motorbike but the guys here at JBS call it a scooter.
I’m a paraplanner in the superannuation and investments side of the business and I’m responsible for writing the Statements of Advice. I’ve been in the industry since 2004 after making a decision that the best way that I can improve other peoples lives through helping them with their finances.
My passion is my family but I also love my Hawks. Unfortunately with 2 small children I don’t attend as many games as I would like but hey, they won’t be small forever. I’ve managed to convince my little girl to support the Hawks but I am still working on the little one. As with finances, put in the hard yards early and reap the benefits later, but I have a sneaky suspicion he will side with his mum and support the Cats.
From an early childhood, I’ve always believed in saving up for future rewards. From purchasing my first game console with saved up pocket money, to purchasing my first motor vehicle worth $35,000 at the age of 18, I’ve always had a passion for investing towards a goal. I’m now a nervous dad making sure I have a plan for my family’s financial future and I want to make sure you have the same.
That’s why I’m perfect as your Client Service contact at JBS for all things superannuation and investment. I can help with your questions and I can also teach you a thing or two about using a nerf gun. I’m the JBS nerf gun champion (or at least I’m declaring that now because Glenn’s already taken the JBS Foosball champion).
Paraplanner - SMSF
I’m better known as Peewee, especially since there are two Peter / Peta’s in the office. I’m busy in the background helping to make sure that the SMSF side of the business runs well, questions answered and the Statement of Advice documents written.
Over the years’, as with many people, my goals and dreams change and hopefully one day I’ll have a nice investment portfolio and be self-sufficient, maybe even retire down by a lake with my fishing rod in hand. The desire to achieve my own goals makes it even more satisfying when I help clients achieve theirs, it is definitely an added bonus of my job.
Being part of a fun, vibrant, professional and hardworking team has made working at JBS Financial a great achievement.
Client Services Administrator - SMSF
I’m a part of the wonderful SMSF team that goes by the motto “With and For each other’’. Having graduated with a Master’s degree in Finance, JBS is my first step in to the financial planning industry. I help prepare the quarterly reports, driving the SMSF tax returns process with Warren and also perform the required admin work keeping the client’s best interest in mind. It gives me a sense of self-satisfaction knowing that the work I do impacts more than just our client’s financial position.
I aspire to be a successful Fund Manager in future and help clients achieve their desired comfort life while working hard to have one for myself as well. I like reading financial news, travelling with friends, often go for treks and hikes to mountains and I attempt to write a bit of poetry as well.
I am delighted to be a part of the fun JBS team where everyone loves working with each other while pulling some of the most cruel office pranks!
Peta LuadakaDip Jus
I’m the other Peta in the office but everyone calls me PJ. I’m the office manager come executive assistant to Jenny and Brodie so I do a bit of everything and anything. Keeping up with the ideas of those two woman is a hard one but somehow we all make it work. I’m a doer so my head is usually down just getting things done and if you’ve seen a presentation of Jen’s you may have seen my handy work in a powerpoint or prezi.
You’ll probably speak to me as I’m generally your first point of contact at JBS either on the phone or at a meeting in the office so don’t forget to say hello.
I’m a Queenslander at heart so I enjoy surfing and getting to beach as often as I can with my puppy Raffa. I also love hitting the slopes through winter and on a nice day getting out the skateboard for a cruise along Williamstown Bay.
Evelyn McLarenBBus DipFS CPA NTAA
I’m the numbers lady. I make sure that the Self Managed Super Funds JBS manage are compliant from an Audit and Accounting overview. I’m part time at JBS but when its tax time, you’ll see me around a lot more, calculator in hand. You’ll hear from my co-worker, Professor Hans Von Puppet to give you updates on the tax work that we are doing on your super fund.
I also work with a large Public Accountancy Practice managing a wide variety of clients ensuring that their businesses and accounts are compliant with the ATO guidelines. I find this helps me to make sure I’m up with all things tax and means I can talk numbers with other numbers people.
Senior Executive in charge of Fun and Frivolity
Ted came to JBS in 2013 and is our Senior Executive in charge of Fun and Frivolity. With his button eyes and large smile, he brings joy and happiness to those in the office. He has exceptional qualification and after playing Yogi bear in the movie of the same name alongside Justin Timberlake, he decided that fame and fortune of Hollywood was not for him.
He is soft and cuddly and seen lounging around on Jen’s desk whenever she is not around. Ted is overbearing and always wants to win at foosball. In fact now that I think about it I’m not sure he does anything other than warm his behind on the heater…..how do I get this job?? And why did I end up writing his bio??
Jenny (250844), Glenn (320603) and Warren Hanna (306070) are all Sub-Authorised Representative of the corporate JBS Financial Strategists. JBS is a Corporate Authorised Representative (252571) of JBS Financial Strategists Pty Ltd (AFSL 486674) - See more at: http://jbsfinancial.com.au/jbs-team/