CFP®, BBus(FP), Dip FP, Accredited Aged Care Professional™

Jacqui brings practical experience in aged care advice to the role of Technical Advice Manager.

Jacqui has worked in the financial services industry since 2001. Her experience includes roles as a practicing Financial Planner specialising in aged care advice to older Australians and their families, 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 Advice Manager, Jacqui is responsible for the development of client and adviser support materials, assisting with paraplanning and the delivery of training programs.