Private Wealth Adviser

Jenny Gao

MPAcc, Adv Dip

Jenny is a Private Wealth Adviser focusing on providing tailored financial advice in Wealth Creation, Life Event Planning and Retirement Planning.


Jenny joined the Financial Planning industry upon completion of her Masters Degree in Professional Accounting.  Building on her strong technical knowledge and many years’ experience in the financial services industry, Jenny has developed particular strengths in strategic financial structuring and planning.

Jenny firmly believes the core element of a truly personalised plan is the in-depth understanding of clients’ needs, goals and core values.  She finds her work most fulfilling when she can provide peace of mind to her clients so that they can focus on the important things in their lives. Jenny prides herself on her relentless persistence in providing the best outcome for her clients.

Away from the office, Jenny enjoys catching up on some American TV series and movies (drama being her favourite type). She also enjoys getting together with friends, travelling and taking time to prepare beautiful dishes for friends and family.

the team

Qualifications

Masters of Professional Accounting

Diploma of Financial Planning (Kaplan)

Advanced Diploma Financial Planning (Kaplan)

Accredited Listed Products Adviser (ASX ALPA) (Kaplan)

Member of Financial Planning Association of Australia (FPA)

Favorite movie….

A beautiful mind

Advice to 18 year old you….

Go out and see the world and be brave to chase your dream.

What two people would you want to sit next to on a long flight?

Batman and Captain America.

Claim to fame….

‘Jenny has no clue’ winning the 2015 Stanford Brown NRL tipping comp.

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