Jacqueline has worked in the financial services industry for over 16 years, starting her career as a financial planner in 2012.
Through her experience working in the industry, Jacqueline has witnessed first hand how financial planning can benefit people throughout all stages of their lives and help them achieve their goals.
Jacqueline’s specialised advice areas are retirement and aged care. Aged care can be a complex area to navigate, and the decisions clients and their families are faced with can be overwhelming and often emotional. Jacqueline enjoys working with clients and their families to relieve some of the burden associated during this time and to help them understand the rules and the many options surrounding aged care.
Jacqueline holds a Diploma of Financial Services and an Advanced Diploma of Financial Planning and is also a member of the Financial Advice Association of Australia (FAAA) and Aged Care Specialist designation.
Jacqueline also completed the Aged Care Steps accreditation in 2020 as a way to ensure she continues to keep up to date with current Age Care legislation and rules.
Click here to view Jacqueline's latest FSG
