Jacquelyn Rennie
Financial Adviser
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About
Jacquelyn Rennie is an ASIC-registered financial adviser dedicated to helping clients in Mile End, SA, and beyond achieve their financial goals. With a career spanning nearly two decades, Jacquelyn combines extensive experience with a commitment to ongoing professional development, holding an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), a 5 unit CFP Certification, and a Graduate Diploma of Financial Planning. She also holds specialist qualifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and is an Accredited Aged Care Professional. As a member of the Financial Advice Association of Australia (FAAA), Jacquelyn adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Jacquelyn's expertise allows her to offer tailored advice and solutions in areas such as: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Jacquelyn is here to help. Contact her today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does Jacquelyn Rennie provide?
Jacquelyn Rennie provides a comprehensive range of financial advice services, including superannuation advice, retirement planning, wealth management, and insurance solutions. She also specialises in aged care financial advice.
What qualifications does Jacquelyn Rennie hold?
Jacquelyn Rennie holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), a 5 unit CFP Certification, and a Graduate Diploma of Financial Planning. She also holds specialist qualifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and is an Accredited Aged Care Professional.
What is the process of working with Jacquelyn Rennie?
The process typically begins with an initial consultation to understand your financial goals and current situation. Jacquelyn will then develop a personalised financial plan tailored to your needs and provide ongoing support to help you achieve your objectives.
What can I expect from a consultation with Jacquelyn Rennie?
During a consultation, you can expect a thorough discussion of your financial goals, a review of your current financial situation, and a clear explanation of potential strategies and solutions. Jacquelyn will take the time to answer your questions and ensure you feel comfortable and informed.
How can Jacquelyn Rennie help me with my retirement planning?
Jacquelyn can help you develop a comprehensive retirement plan that takes into account your superannuation, investments, and other assets. She can also provide advice on strategies to maximise your retirement income and ensure a comfortable lifestyle.
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