We were a bit apprehensive about how our finances would be in retirement, because as small business operators, there had never been much left over...

Chris and Robyn

Jenny O’Malley—Financial Planning Manager,
Broadbeach Office.


Jenny commenced working with Matthew in 2000 as his personal assistant at Westpac and became an integral part of the formation of the Josman Financial Group in 2004. Jenny has seen many changes over this time and watching Josman Financial Group grow has been the most rewarding part. Jenny has a Bachelors Degree in both Business HR and Science (Applied Psychology) and a Masters Degree in Child and Adolescence Psychology.

Jenny is responsible for the day to day management and processing of client files and is the primary contact for client and product providers. Jenny’s favourite cuisine is Indian and in her spare time enjoys chilling out at the beach and being with family and friends is most important to Jenny.

Jenny and the Broadbeach Team can be contact on:

Ph: 07 5554 4000

2010 Federal Budget Summary

2010 Federal Budget Summary

Personal income tax cuts The Treasurer reiterated relatively modest tax cuts announced...

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Investing with Confidence in 2010

Investing with Confidence in 2010

Over the last 12 months since March 2009, we have seen the markets turnaround and recover some...

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The Markets - 12 months on

The Markets - 12 months on

The Markets - 12 months on (March 2010) Last Saturday was March 6th 2010, and it was...

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Retiring on investment interest: can it be done?

Retiring on investment interest: can it be done?

The first and sometimes only retirement income plan that comes to mind for the average investor...

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Tracey Roberts

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Risk Insurance

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Josman Planning Pty Ltd and Josman Ballina Pty Ltd are both trading as Josman Financial Group
and are Corporate Authorised Representatives of
Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000

 

 
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