Jenny Gao

Private Wealth Adviser

"I’m passionate about building honest relationships with my clients and making a positive impact on their financial lives."

Jenny specialises in helping clients navigate the financial complexities of life. She keeps her clients accountable and provides expert advice from their working lives through to retirement phase, making sure that they are prepared for both expected and unexpected events. Jenny has a deep respect and care for her clients, advocating for them and listening to them, ensuring her approach is suitable to each unique situation.

Areas of expertise

  • Wealth Creation & Management
  • Retirement Planning
  • SMSFs & Family Trusts
  • Handling the complexity with relational changes
  • Investment Portfolio Structure & Management

Jenny Gao loves

  • Being a proud mother of two young boys, I enjoy witnessing their growth and providing them with unconditional love and support to help them become their best selves.
  • Spending time with friends and socializing.
  • Travel. I love immersing myself in new experiences and cultures.

Qualifications

  • Master of Professional Accounting
  • Certified Financial Planner (CFP)
  • Advanced Diploma Financial Planning
  • Accredited Self Managed Superannuation Fund (SMSF) Adviser

Membership & associations

  • Certified Financial Planner (CFP®), Financial Advice Association Australia (FAAA)
  • Registered Tax (Financial) Adviser with the Tax Practitioners Board

Areas of expertise

  • Wealth Creation & Management
  • Retirement Planning
  • SMSFs & Family Trusts
  • Handling the complexity with relational changes
  • Investment Portfolio Structure & Management

Qualifications

  • Master of Professional Accounting
  • Certified Financial Planner (CFP)
  • Advanced Diploma Financial Planning
  • Accredited Self Managed Superannuation Fund (SMSF) Adviser

Membership & associations

  • Certified Financial Planner (CFP®), Financial Advice Association Australia (FAAA)
  • Registered Tax (Financial) Adviser with the Tax Practitioners Board

Jenny Gao loves

  • Being a proud mother of two young boys, I enjoy witnessing their growth and providing them with unconditional love and support to help them become their best selves.
  • Spending time with friends and socializing.
  • Travel. I love immersing myself in new experiences and cultures.

"Jenny has given me extensive advice in many areas. Jenny is an amazing Adviser, going to great lengths to explain in great detail my current situation and the best means to proceed forward bearing in mind the ongoing changes in the financial markets. I have always felt most trusting and confident in accepting her presentations on what I should do next. In addition, Jenny provides an atmosphere of patience and a desire to meet all your needs, explaining in detail when appropriate, resulting in a feeling of calm at the end of our meeting."

— Graham Selleck