CFP®, BBus(FP), Dip FP, Accredited Aged Care Professional™
Technical Strategy Manager
Jacqui brings practical experience in aged care advice to the role of Technical Strategy Manager.
Jacqui has worked in the financial services industry since 2001. Most recently, Jacqui was a practicing Financial Planner specialising in aged care advice to families and residents in residential care services as well as the Advice and Compliance Manager for a financial planning practice.
This experience provides Jacqui with a unique understanding of the issues faced by clients and their advisers and how to build referral relationships.
As Technical Strategy Manager, Jacqui is responsible for the development of client and adviser support materials, assisting with paraplanning and the delivery of training programs.
Jacqui is a CFP ® and holds a Bachelor of Business (Financial Planning) and a Diploma of Financial Planning.