Jennifer Porter Financial Planner, Bloom Advisory Group Pty Ltd Jennifer Porter has been in the financial services industry for over 13 years, seven as a financial adviser. She specialises in investment advice, risk management and superannuation for individuals and businesses. Jennifer works closely with clients to implement comprehensive strategies to achieve goals and provides coaching services to develop good financial habits to last a lifetime. Jennifer's qualifications include bachelor of education (maths/science) advanced diploma of financial services (Financial Planning) and is an affiliated member of the Financial Planning Association (FPA), which includes the education, examination, experience and ethics requirements for certification as a Certified Financial Planner (CFP).
JENNIFER PORTER | MONDAY, 27 SEP 2010 Sydney-based married couple John, 52, and Marie*, 51, decided to seek a financial planner to make the most of their savings and figure out how best to prepare for their retirement. Read more PAGE: 1 |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.