Jeanri's qualifications
At work
Jeanri is a Paraplanner based in our Perth office. She collaborates closely with our financial planners to create customised financial plans, tailored to our clients’ unique goals and objectives. Jeanri’s role involves conducting thorough investment research and generating detailed advice documents.
With over 15 years of experience as a Senior Financial Adviser at Alexaforbes in South Africa, Jeanri brings a wealth of expertise and insight to her role.
Recently, Jeanri made the exciting move to Australia with her family, including her twin daughters. Outside of work she enjoys cooking, especially when there’s good music to listen to and nice red wine to complement her culinary creations!
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.