Our team
Our team has a combined expertise of 20 years in the industry.
Jenny Woodhart
CFP
Wealth Adviser
Jenny has been a financial planner for 18 years and is accredited through the Financial Planning Association of Australia as a Certified Financial Planner™ (CFP). She works best with clients who want financial planning advice which is focused on their needs. Therefore the advice is highly individualised and is not "one size fits all".
Her clients are people who are prepared to make decisions, trust others for advice and who want their portfolio to grow over time.
Jenny enjoys working with Genesys as the dealer group because they provide quality independant research and have a charter of independence that binds advisers to act in the best interest of their clients.
Jenny's authorised representative number is 239864.
Kellie Borland
Mobile lender
Kellie Borland is an Accredited Mortgage Consultant and a member of MFAA (Mortgage and Finance Association of Australia).
Kellie strives to ensure her customers are satisfied. Kellie’s background has always been customer focused. She has enjoyed working in customer service for over 20 years and believes that the customer must always come first. She likes to go that ‘extra mile’ to make sure they are completely satisfied with the service that she provides.
Her experience in mortgages is a benefit to Kellie, as she feels that she is very passionate and excited about the new challenges and experiences that are always around the next corner.