BBus, Grad. DipFP(FINSIA),FFin, SMSF Specialist Adviser

Jane is a Partner at Halpin Financial Services and also a Senior Financial Adviser. Jane has been working in the financial services industry since the mid-1980s. She has had extensive experience in Fixed Interest trading, Stockbroking and Private Banking. Jane has been a Financial Adviser since 2002 and enjoys giving holistic advice to her clients.

Jane specialises in advice relating to Self Managed Super Funds and retirement planning, but also advises on Estate Planning, Risk Insurance and Investments. Jane is a Fellow of FINSIA and is accredited through SPAA as a Specialist Self Managed Super Fund Adviser.

Outside of work, Jane is kept busy by her children Harriet and Edward and has a keen interest in the Arts, food and travel.

Partner/ Senior Financial Adviser

Self Managed Super Funds
Retirement Planning
Estate Planning
Risk Insurance
Structural Advice - Family Trusts, Family Companies, Superannution
Wealth Creation
Debt Management
Direct Equities and Managed Investments
Private Equity

Bachelor of Business
Graduate Diploma of Financial Planning
SMSF Specialist Adviser
ASX level 1 Derivatives
Fellow of FINSIA
Member of SMSF Association