
Jenna Carey
Senior Financial AdviserBCom, AdDipFP
Coming from an accounting background, I was drawn to financial planning for the forward-looking approach and long-term relationships I get to build with clients.
I love the technical side of my role, unraveling complexity and figuring out what clients need to do. That “aha” moment when everything clicks in place for a client is so rewarding.
Though I work with clients from all stages of life and walks of wealth, my focus is women going through major transitions – divorce, widowhood, inheritance. I understand this brings overwhelming emotions. My role is listening deeply so I can educate sensitively.
I’m curious and am energised by constantly learning. It’s why I get so much fulfilment from my role as a Financial Adviser – everyday is different, I get to meet new people and solve new challenges.
Away from number-crunching, you’ll likely find me playing tennis, watching cricket or walking my dogs on the beach. Regular adventures keep me balanced and inspired.

- Bachelor of Commerce (Accounting and Commercial Law)
- Advanced Diploma of Financial Planning
- Wealth accumulation and wealth management
- Wealth building for women
Jenna in the hot seat
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If you could have dinner with anyone dead or alive who would it be?Dr Spencer Reid (character from Criminal Minds) very knowledgeable. A walking encyclopedia and more. Full of random facts
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What’s your favourite quote?Money is good for nothing unless you know the value of it by experience
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If you could live in any city in the world for a year, where would it be and why?Lake Como – good food with a view. Close to other country to visit