My motto in life is “Love what you do and smile”.
Read moreAs the founder and CEO of JBS Financial and with close to 30 years’ experience in financial planning, I see myself as a passionate, resilient leader. Leadership is knowing what your team is going through and ensuring they have a voice; knowing that there is guidance available to them if they need it.
Our business is all about building relationships, this has helped grow JBS Financial into the thriving and progressive financial advice practice that it is today. Our team are happiest when we know that our clients are achieving their goals. Whether it’s a small win for them or helping them to make a major decision around retirement, the key is our clients know they are a number one priority.
I love being a leader in a financial advice practice that profoundly makes a difference in client’s lives.
Read moreThere is nothing like the personal satisfaction of providing people with clarity and relief in difficult and challenging times. I have been in financial advice since 2003, being able to use my knowledge and experience to provide clarity to our clients gives me a great sense of fulfillment.
As a partner in JBS Financial, I enjoy my leadership role and get great pleasure in helping our team members develop and progress in their career paths. I’m passionate about the ongoing mentoring and leadership role that I provide to the team. It’s a pleasure to see our team excel.
My focus is to help you map out a path to financial freedom.
Read moreI’m happiest when I’m helping our clients achieve their goals. Providing them with a peace of mind that will set them at ease, knowing that they are in a comfortable position working towards their future.
You will commonly hear me referred to as Peewee, you can call me Peewee too. As a JBS team member, I’ve worked my way through a support team role, now realising a dream and working as one of the financial advisers in the business. It is incredibly rewarding being part of a fun, vibrant, professional, and hardworking group; working as one to provide the best service we can to our clients.
I have completed a Bachelor of Business (Financial Planning) and Bachelor of Business (Accountancy) at RMIT University. I am part of the Financial Advice team at JBS and I have now completed my Professional Year to be a qualified Financial Adviser. I’m thankful to be a part of this great team and I’m progressively learning each day. My dream is to become a financial adviser and ultimately help people achieve their financial goals and dreams. It took me three university courses to find what I want to do in life but I haven’t looked back, and I’ve become so passionate for financial planning.
Outside of work, I love sports, I follow and keep up with as many sports as I can. I used to play soccer but due to injuries, I’ve had to hang up the boots early. I’m a passionate Collingwood and Melbourne Victory supporter. I also love to travel and explore new places and I’ve been lucky enough to see some amazing places.
I am part of the Financial Advice team at JBS, where I work closely with clients to help them achieve their financial goals and make informed decisions about their future. I hold a double degree in Financial Planning and Accountancy, which provides me with the technical knowledge and practical skills to deliver tailored advice and meaningful outcomes.
Driven by dedication and integrity, I take pride in advocating for our clients and working collaboratively as part of a great team. I am passionate about making financial advice more accessible and helping people from all ages, backgrounds and stages of life feel confident about their financial future. I am committed to building genuine relationships with clients and simplifying complex financial matters into clear, practical strategies that empower them to make informed decisions with confidence.
When I’m not helping clients navigate their financial journey, I enjoy spending time outdoors, going for walks in the sunshine and fresh air, and exploring my creative side through art and photography. I also have a deep appreciation for life’s simple pleasures and believe it’s often the little things that bring the greatest joy. I embrace new challenges and opportunities for growth, and you can always count on me to support you in achieving your financial objectives with a warm smile and a genuine commitment to helping you succeed.
- I’m the passionate and hardworking Office Manager here who’s in charge of handling your enquiries, processing your financial payments, managing databases and more. As a proud organisational powerhouse, I constantly aim to work smarter and hunt for efficiencies that will make financial planning easier for you, our clients and my colleagues at JBS Financial.I have always been a firm advocate for people to seek the assistance of quality, non-biased Financial Advisers to guide them through the complexities of financial planning. That’s because smart planning today makes a big difference tomorrow. This is why I pursued a career in financial planning and vowed to always look after clients and their financial objectives.Read more
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I’m your dependable Client Service expert here at JBS Financial who’s responsible for ensuring that your Discussion Documents are always up to date and that all your concerns are communicated with the advisers so they can be addressed as soon as possible. As your partner in your financial journey, I’m here to make sure that you can enjoy the experience as you achieve your financial goals – whatever they may be.
When faced with challenges, I tell myself that “I just haven’t figured this out…yet.” I live by this optimistic principle and use this to empower our clients at JBS Financial as we use their financial goals to make a real difference in their lives.
- I’m your reliable and optimistic Client Services expert who will make sure that all of your concerns are addressed, any action items within our Insurance and Super Inboxes are actioned for you, and your plan preparation forms are implemented – all with a smile that will make you smile, too.As a motivated achiever with a penchant for leadership, I’m a licenced teacher with extensive experience in customer service. I have spent most of my adult life serving in the local government, supporting my family and being a consistent performer in my career, where I discovered that my true passion is helping people achieve their goals.Read more
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I’m your proactive Processing Administrator at JBS Financial, here to support your financial goals by ensuring that all funds are up-to-date and transactions are processed accurately.
I hold a Bachelor of Tourism Management and have four years of experience in Hospitality, progressing from a Front Desk Officer to Hotel Supervisor. Additionally, I spent a year as a Team Leader in retail and three years as an Administrative Assistant in the forestry industry. These experiences have honed my capabilities and interpersonal skills, which I now use to support our clients at JBS Financial.
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I’m the Senior Office Assistant at JBS Financial, supporting our team behind the scenes to help keep things organised, efficient and running smoothly.
My role covers a broad range of administration and operational support, from preparing important client materials and reports to data entry and helping the team stay on track. I take pride in being someone others can rely on, completing tasks accurately, on time and with a positive attitude.
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), Warren (306070), Peter (1264658), Daniel (1300870) and Kaitlin (1306245) are all Authorised Representatives of JBS Financial Strategists Pty Ltd (AFSL 486674)