Jean Findlay
Financial Adviser
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About
Jean Findlay is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through comprehensive and personalised advice. With a strong academic foundation, including a Bachelor of Science from the University of Sydney and a Master of Commerce (Finance) from the University of New South Wales, Jean combines theoretical knowledge with practical experience gained over years in the financial services industry. Jean holds a Diploma of Financial Planning and RG146 accreditation, and has completed specialist training programs in SMSFs and Margin Lending. This extensive training enables Jean to provide expert advice on a wide range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives and government debt securities. Jean is committed to providing tailored solutions to meet each client's unique circumstances. Her advice spans across various needs, all provided with a strong emphasis on ethical and professional conduct. Key services include: • Superannuation advice • Investment advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Jean 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 Jean Findlay provide?
Jean Findlay provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives and government debt securities. She can help you with retirement planning, investment strategies, and protecting your assets.
What qualifications does Jean Findlay have?
Jean Findlay holds a Bachelor of Science from the University of Sydney, a Diploma of Financial Planning, SDIA Accreditation Program RG146, SMSF Specialist Pathway Program, Margin Lending Accreditation Program and a Master of Commerce (Finance) from the University of New South Wales. She has also completed Ethics and Professional Relationships training.
How does Jean Findlay's advice process work?
Jean's advice process starts with an initial consultation to understand your financial goals and current situation. She then develops a tailored financial plan that addresses your specific needs. She provides ongoing support and reviews to ensure your plan remains aligned with your goals.
What can I expect when working with Jean Findlay?
When working with Jean, you can expect personalised, ethical, and professional advice. She takes the time to understand your unique circumstances and provides clear, easy-to-understand recommendations. You'll receive ongoing support and regular reviews to ensure you stay on track to achieve your financial goals.
Does Jean Findlay specialise in Self-Managed Super Funds?
Yes, Jean has completed the SMSF Specialist Pathway Program. This allows her to help you to navigate the complexities of SMSFs and ensure your fund complies with all relevant regulations.
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