About us
Jensen Financial Planning

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

CLIENT Testimonials
OUR EXPERTS
Team of Professionals
Chris Jensen

Managing Director

Karen McEvey

Practice Manager

Ty Jackson

Paraplanner

Rachel Harris

Administration & Client Services

Chris Jensen
Chris Jensen
Managing Director Qualifications: CFP, Dip FP

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.

Karen McEvey
Karen McEvey
Practice Manager Qualifications: Bachelor of Business (Acc/HR/Info. Sys); MBA; CPA; Dip FP

Role and Experience

Karen has been working at Jensen Financial Planning since 2009. She has over 20 years public and private practice experience and has spent the past 18 years specialising in the administration of Self Managed Super Funds.

Hobbies & Interests

Family, cooking, sewing & retail therapy.

Ty Jackson
Ty Jackson
Paraplanner Qualifications: Diploma of Financial Planning

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.

Rachel Harris
Rachel Harris
Administration & Client Services

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.

1300 722 711

PO Box 18236, Collins Street East, VIC 8003

Melbourne

By appointment only -
Collins Street,
Melbourne, Victoria

Sydney

By appointment only - within
central business district

Beechworth

By appointment only -
Red Hill Road,
Beechworth, Victoria

Get in touch
Feel Free to Contact Us

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