Janean is a certified financial planner with over 20 years’ experience in financial planning industry and is accredited to provide a holistic comprehensive financial planning service that includes SMSF, securities and estate planning.
Janean has operated her own successful Financial Planning Business and most recently was the founder of Legacy Financial & Legacy Succession Planning Pty Ltd through which she provided a holistic financial planning and wealth management service to her clients. Her previous experience includes director of a financial planning practice in South Africa, executive roles in the banking arena, mutual banking, insurance company’s broker distribution and fund management companies. Janean also has experience trading shares for her clients on the Johannesburg Stock Exchange (JSE).
Today Janean is director of MVP Wealth and is responsible for all financial planning, wealth and investment management activities.
She is passionate about helping clients manage their financial affairs and make prudent decisions, navigating complex, hard to understand intricacies of investment, financial markets, taxation and the ever-changing regulations. Janean will take time to understand your need, goals and preferences and guide you along with way.
Janean is a licensed are Authorised Representative of Futuro Financial Services Pty Ltd.
Think Janean can help you? Contact us to book a consultation with her.