Jen BurrowsFinancial Planner

areas of expertise
  • Financial Planning
  • Managed Investments
  • SMSF’s
  • Margin Lending
  • Risk Insurance
  • Superannuation & Retirement Planning
  • Direct Equities/Shares

Sub Authorised Rep. #386199

education
  • Cavendish & ICFS Specialist Self Managed Superannuation Fund (SMSF), Adelaide University
  • Margin Lending & Geared Investments, ASX Accredited Listed Products Adviser (ALPA) Program – Securities, Deposit Products, Managed Investments and Derivatives, Kaplan Professional
  • Dip. of Financial Services (Financial Planning), Adv Dip. of Financial Services (Financial Planning), Kaplan University
  • Cert III in Financial Services (T2), CommBank
  • Associate Dip. Of Business (Management), Associate Dip. Of Business (Banking & Finance), Associate Dip. Of IT (Applied Business Computing), Bracken Ridge TAFE

Jen has worked in banking and finance for more than 25 years. She has seen first-hand the enormous positives that good financial advice can bring to people.

More than 25 years experience in banking and finance means Jen knows her numbers. But for her, the important part is the people – seeing the changes in their lives that a clear financial strategy can bring.

Her passion is for helping small business owners, young families or pre-retirees to build and protect their wealth – she loves making a difference in people’s lives. Self-managed super, shares and gearing are particular interests of hers.

Jen and her husband Andrew love the Sunshine Coast lifestyle – who wouldn’t? In her spare time she enjoys reading and playing the piano.

recent news

  • 7 Things to Know About Early Retirement

    Early retirement is something that many people think about when planning for their later years in life. To some, the idea is ludicrous. To others, it’s a talisman of opportunity which motivates them to work harder and build their savings pot. When you first begin thinking about retiring early, there are a lot of things

    October 28, 2018
  • Want to Retire Early? Here’s How to Do It

    For many, the prospect of early retirement can seem like an unachievable goal, but it is something that a lot of hard-working people long for. The truth is, it is possible to retire early and take advantage of everything that life has to offer. However, as with most good things in life, it takes a

    October 20, 2018
  • Alliance Advice Firm of the Year Award – September 2018

    Winners of the Centrepoint Alliance Advice Firm of the Year award (gross revenue less than $1m) out of just under 2,000 advisers nationally.

    September 25, 2018

contact details

(07) 5443 5577
Level 1, 1-9 Plaza Parade
Maroochydore QLD 4558

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I would highly recommend Michael and his team at Ethica. They are great to deal with. Ethica has helped me put in place a long-term wealth creation plan and have ensured that I understand and am comfortable with everything.

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Brisbane, QLD

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