Jenny has been a WWL team member for almost twenty years. Having attended Auckland University, studying a Bachelor of Commerce, and more recently, extramurally through Massey University to become an Authorised Financial Planner, Jenny is well positioned to provide clients with comprehensive financial planning advice.
Jenny is key part of the WWL team, and it is safe to say a very busy one at that. As a financial planner, she provides personal financial advice and helping clients to make a plan in order to reach their personal financial goals, and the retirement they envisage. Jenny advises clients and our team in regard to taxation of overseas income, as well as advising clients who have migrated to NZ in regards to their NZ tax obligations.
On a daily basis Jenny also provides support to client managers in the Kaikohe & Kaitaia office, manages HR within Whitelaw Weber & keeps us up to date with legislative changes & AML Compliance. Over the coming year, Jenny is planning on learning more around the new AML legislation which becomes effective for accountants from 1st October 2018, as well as new tax legislation & as per usual, the swift changes in technology!
Often seen with a coffee in her hand, Jenny is happily married with two adult sons. Because their sons live away, Jenny & Mike often travel to visit them.