Jennifer Warwick

Executive Advisor

Contact Jennifer

M 0449 231 744


What Jennifer’s clients say about her…

Jen has always been very professional in her discussions with me, but at the same time personable and friendly, and as a result I have always felt comfortable with her advice and assistance. She has never asked me to take risks that I wasn’t comfortable with, and we regularly reassess my portfolio.

I first met Jennifer Warwick 10 years ago to seek financial advice. My main aim was to be financially independent when I retired. Jennifer is professional, dedicated, approachable and an excellent listener. She always makes me feel at ease and explains financial jargon when I don’t understand. With her guidance and help, I was able to achieve my dream of retiring recently. We definitely need more financial advisers like her to help female clients, in particular, to achieve their goals, dreams and financial independence.

My husband and I, have great respect for Jennifer and have found her advice to be excellent, accurate and of great help in the planning of our retirement from work and our now-retired life. We consider Jennifer to be excellent in her field and also, a friend. As a woman, Jennifer was very important, helpful and understanding to my mother in her time of need and I, too, find relating to Jennifer to be extremely easy and always a pleasant experience.

Jennifer Warwick

With over 30 years of experience, I take great pride in providing professional advice that is entirely focused on my clients’ outcomes. When it comes to interacting with clients, I approach every interaction with heart and sincerity. I am genuinely passionate about achieving great outcomes for my clients and ensuring their peace of mind. Maintaining long-term relationships with my clients is of utmost importance to me, as I strive to look after their best interests and build a solid foundation of trust.

My approach to financial planning involves breaking down complexities and devising clear, understandable roadmaps and outcomes for my clients and their families. I firmly believe in giving them the confidence they need to make informed decisions about their financial future. Whether it’s wealth creation, protection, or retirement planning, I offer tailored and holistic advice that covers every aspect of their financial well-being. From assisting families in protecting their assets to reviewing Age Pension entitlements and implementing strategies for increasing part entitlements and cash flow, I am dedicated to helping my clients achieve their goals.

In terms of qualifications, I am a Certified Financial Planner (CFP®), Life Risk Specialist (LRS®), and Self Managed Superannuation Fund Specialist Advisor (SSA®). These certifications enable me to provide expert guidance across a wide range of financial areas. Additionally, I am proud to be a member of esteemed professional associations, including the Financial Advice Association Australia (FAAA) and the SMSF Association. I am also registered as a Tax (financial) advisor under the Tax Agent Services Act 2009 with the Australian Tax Practitioners Board, allowing me to offer comprehensive tax-related advice.

In summary, with my extensive experience, genuine dedication, and diverse skill set, I am committed to serving as a trusted financial advisor. My primary goal is to help individuals and families navigate their financial journeys with confidence and achieve their desired outcomes.


Bachelor of Education

Diploma of Financial Planning

Certified Financial Planner (CFP)


Self-Managed Super Fund accredited

Professional Memberships

Financial Advice Association Australia (FAAA)