CFP SSA DipFP FChFPTel 03 8677 0688
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!
Jenny Brown is the award-winning director and head of strategy at JBS Financial Strategists, a boutique financial planning company in Melbourne that specialises in SMSFs and personal risk insurance.
She’s also proudly the 2013 AFA Financial Adviser of the Year. Jenny has enjoyed more than 21 years’ experience in the financial planning industry, where her personal philosophy has never wavered – she gets to know what’s important to her clients first, and then acts to help them achieve their dreams. Specifically, she helps create and manage wealth strategies for high net worth, small business and Gen X & Y clients.
As a result, her business is about building relationships, which has enabled her to grow JBS into the thriving and progressive practice it is today, backed by a lively and dedicated team of advisors and specialists.
An initial foray into sales and advertising provided Jenny’s first taste of work experience, but it was answering an ad in the paper to sell insurance that kick started her passion for financial services. Now, she’s highly trained holding CFP, SSA, Dip FP and FChFP among other qualifications, is an SMSF Specialist Adviser™, and is ASX accredited to provide advice in direct equities. Jenny is an authorised representative with JBS Financial Strategists (AFSL486674) and is part of an elite group of advisers listed on ‘The Most Trusted Adviser‘ website. Her knowledge includes advice on debt management strategies, correct structures and ownership of insurance policies, strategies to reduce non-tax deductible debt quickly, and ultimately, strategies to build long-term wealth.
But life at JBS is all about having fun too, and Jenny invests heavily in her team to ensure happy campers all round. Her great passions are social media and networking, and she’s prolific on Twitter, LinkedIn and Facebook. Her enthusiasm has rubbed off on the office too where everyone shares and tweets on anything from birthday celebrations right through to Australia’s under insurance problem. Jenny is also passionate about helping women in business and within the financial planning industry, and sits on several business advisory boards.
The JBS team loved celebrating Jenny’s 50th birthday and they decided to fill her office with 1,400 balloons as a surprise. Eventually Jenny made it into her office to get some work done. It was so much fun!
When it’s time to down tools, she loves heading to her and her husband, Brendan’s second home in Sorrento, on Victoria’s Mornington Peninsula, with their golden retrievers. Jenny also puts her best foot forward and has won a number of awards recognising her contribution to the industry:
• Awarded Most Trusted Adviser 2015/16
• Awarded Most Trusted Adviser 2013/14
• Winner of AFA Financial Adviser of the Year 2013
• Winner of Professional Investment Services – Engagement Through Innovation and Quality Award for 2013
• Finalist for Professional Investment Services – Adviser of the Year 2013
• Finalist for AFA Financial Adviser of the Year 2012
• Winner of Professional Investment Services – Event of the Year for 2012 and 2011
• Runner up Financial Planner of the Year for 2010 by Professional Investment Services
• Qualifying Member of the Professional Investment Services Global Club for 2012 and 2013
• Qualifying Member of the Professional Investment Services Platinum Club since joining PIS in 2008
Her motto: Love what you do and smile, it costs nothing and makes you and those around you feel better!