Jenny Bai
Financial Adviser
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About
Jenny Bai is an ASIC-registered financial adviser based in Castle Hill, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a solid foundation built upon a Bachelor of Mathematics and Finance from the University of Technology, Sydney (2001) and a Graduate Diploma of Financial Planning from the Securities Institute (2005), Jenny brings a wealth of knowledge and experience to her clients. Continuously updating her expertise, she completed Ethics and Professionalism in Financial Advice at Kaplan Professional in 2020. As a member of the Financial Advice Association of Australia (FAAA), Jenny adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet diverse needs. Her expertise covers superannuation, insurance, wealth management and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Jenny offers expert advice in the following key areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jenny today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jenny Bai offer?
Jenny Bai specialises in superannuation advice, insurance, wealth management, and retirement planning. She also provides advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Jenny Bai have?
Jenny holds a Bachelor of Mathematics and Finance from the University of Technology, Sydney, a Graduate Diploma of Financial Planning from the Securities Institute and has completed Ethics and Professionalism in Financial Advice at Kaplan Professional.
What can I expect during my first meeting with Jenny?
During your initial consultation with Jenny, you can expect a thorough discussion of your current financial situation, your financial goals, and your risk tolerance. This will help Jenny understand your needs and develop a personalised financial plan.
How does Jenny Bai stay updated with the latest financial regulations?
Jenny is committed to ongoing professional development and regularly participates in industry training and education to stay informed about the latest financial regulations and best practices. Her completion of Ethics and Professionalism in Financial Advice at Kaplan Professional reflects her commitment to ethical conduct and expert knowledge.
How can wealth management advice from Jenny Bai benefit me?
Jenny's wealth management advice can help you grow and protect your assets, plan for your future, and achieve your financial goals. She will work with you to develop a tailored investment strategy that aligns with your risk tolerance and time horizon.
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