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.
Practice Manager
Qualifications: Bachelor of Business (Acc/HR/Info. Sys); MBA; CPA; Dip FP
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.
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.
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.
Client Assistant, Record and File Management