Jenny joined the Board of Management in November 2019 in a member nominated position and has played an active role in the FORRMs Committee since December 2018.
Jenny is a Financial Planner at Morgan Stanley and helps clients manage wealth through guidance and education. Jenny’s relationships with clients are built on trust that is developed through her commitment to understand more about their history, values and their purpose at every meeting.
In addition to Jenny’s retail clients, she is involved in the management of portfolios for a number of not-for-profit organisations. Jenny understands the efficiencies, challenges and opportunities across the sector.
She also holds a board position with Spinnaker Health and Research Foundation and founded YOLA, a financial literacy initiative targeted at disadvantaged and disengaged students.