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

  • 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
  • 5 Tips To Get Back In Control Of Your Finances

    Keeping track of your finances is often a difficult task and a lot of people choose to just ‘wing it’, as opposed to planning ahead but, when it comes to managing your money, making simple lifestyles changes can set you on the right path to taking back control of your finances. If you’re the kind

    September 25, 2018
  • Budgeting Tips to Help You Save For Retirement

    All good retirements start with careful and considered financial planning – and that financial planning should at least include plans for wealth creation, asset protection, and budgeting. A good financial planner will be able to help you with all of this, but today we’re going to be focusing specifically on budgeting and outlining some helpful

    September 15, 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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