- What We Do
- Who We Help
- Learn More
Founded during the economic downturn of 1992, JFP is a leading boutique financial services business based in Melbourne.
With almost three decades of industry expertise, we continue to provide excellent results for our clients through consistent and comprehensive advice. We help clients to develop and use their personal wealth to lead their ideal lifestyle. Our tailored approach is based on what the client values.
Achieving ongoing success requires dedication and adaptability. Here JFP focuses on the long-term goals of its clients, avoiding quick returns and short-term fixes.
This approach has allowed us to develop open and lasting relationships with our clients.Read More
"...team are reliable, efficent, caring and work for me..."
"… we have been very impressed with the level of knowledge and professionalism… Our plans for the future are now on a very solid base …"
"Your commitment and strength of knowledge saved me from making a disastrous decision… I move forward with more confidence knowing that I have your support and advice to help me make the best financial decisions."
"Sound, timely quality investment management and advice."
"...Annual meetings are clear and concise, giving us easy to understand reviews, clear goals and future objectives... Peace of mind, friendly and helpful staff and investment results that have given us sound financial security."
"...sound, considered, professional and friendly..."
Managing Director
Practice Manager
Paraplanner
Administration & Client Services
Role and Experience
Chris is a Certified Financial Planner as designated by the Financial Planning Association of Australia and holds a Diploma of Financial Planning from Deakin University. As founder of Jensen Financial Planning in 1990, Chris is an authorised representative (No. 253416 273571) of JFP Advisory Pty Ltd – AFSL 516652. As a planning coach and tutor, Chris ensures clients interests are at the forefront of every decision while providing guidance to achieve their personal goals and objectives.
Hobbies & Interests
In his free time Chris enjoys spending time with his family and going to the footy to support his team (Hawthorn Football Club) as well as playing some golf.
Role and Experience
Karen is a Principal at Jensen Financial planning and a senior adviser with over 20 years’ experience in the financial services industry. She specialises in Superannuation, Private Wealth management including Family Trusts and Corporations.
Karen holds a Bachelor of Business, MBA, is a CPA, and has a Diploma of Financial Planning.
Hobbies & Interests
In her spare time, she enjoys family activities, cooking, sewing, and retail therapy.
Role and Experience
Since graduating from RMIT in 2015, Ty spent 18 months working with one of the big 4 banks before joining the Jensen Financial Planning team in April, 2017.
Hobbies & Interests
Ty enjoys spending time with friends, is a foodie, likes hiking and travelling.
Role and experience
Rachel has over 20 years experience working in the Financial Planning industry and has been working at Jensen Financial Planning since 2010. As a Client Services Officer she has experience in the administration of Risk Insurance, Superannuation funds and Investment funds.
Hobbies & Interests
Volunteer work and travel.
PO Box 18236, Collins Street East, VIC 8003
Level 8
90 Collins Street,
Melbourne, Victoria
By appointment only - within
central business district
By appointment only -
Red Hill Road,
Beechworth, Victoria