If Scenic Rim Financial Planning were a machine, Jen would be the engine that keeps everything running smoothly.
As Practice Manager, Jen works closely with both our clients and our team to ensure advice progresses efficiently, questions are answered promptly, and every client receives the service and support they deserve throughout their journey with us.
Jen and Sarah have been close friends for nearly 20 years, and over that time Jen has developed a unique ability to not only help manage the business, but also help manage Sarah. While Sarah is often focused on strategy, client meetings and solving complex financial challenges, Jen is the one ensuring the follow-through happens, keeping projects moving, tracking outstanding tasks, monitoring client progress and making sure nothing falls between the cracks.
With experience in bookkeeping, business management and customer service, Jen has a deep understanding of how all the moving parts of a successful financial planning practice fit together. She takes great pride in creating a seamless experience for clients and is often the first point of contact when clients need assistance, information or simply reassurance that their financial planning journey is progressing as expected.
What makes Jen particularly valuable is her exceptional attention to detail. She has a talent for spotting things others miss, keeping processes on track and ensuring the highest standards are maintained across the business. Whether it's coordinating advice implementation, chasing up outstanding requirements, assisting clients with documentation or helping the team manage workflow, Jen approaches every task with professionalism, care and precision.
Many clients come to know Jen well throughout their time with Scenic Rim Financial Planning. She genuinely enjoys helping people and takes great satisfaction in ensuring clients feel supported, informed and looked after every step of the way.
Within the team, Jen is often described as the glue that holds everything together. Her organisation, commitment and unwavering focus on client service help ensure that our advisers can focus on delivering great advice, while clients can be confident that someone is always keeping an eye on the details.
Simply put, if you've ever received a reminder, had a question answered, obtained an update on your advice or felt reassured that things were progressing behind the scenes, there's a good chance Jen had something to do with it.
The calm in the chaos, the detail behind the strategy.

Scenic Rim Financial Planning
2/119 Brisbane Street, Beaudesert QLD 4285 | 13/9-13 Main Western Rd, Tamborine Mountain QLD 4272
Copyright © 2022 Scenic Rim Financial Planning Pty Ltd - All Rights Reserved.
Scenic Rim Financial Planning Pty Ltd ABN 18 112 135 350 is a Corporate Authorised Representative (No.336111)
of Athena Financial Services Pty Ltd ABN 15 686 060 588, an Australian Financial Services Licensee No. 569 806
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