JBS Financial Strategists

About Us

Our people

Jenny Brown, CFP SSA Dip FP is Head of Strategy, Senior Financial Adviser and Director of JBS Financial Strategists.  She is a SMSF Specialist Adviser™ (SSA), with over 17 years experience in the financial planning industry.  She holds the Diploma of Financial Planning and is recognised as a Certified Financial Planner (CFP) by the Financial Planning Association of Australia.  Jenny holds an ASX Accreditation in providing advice in Direct Equities.

She is a founding member of the Superannuation Professionals Association of Australia (SPAA), an Associate Member of the Financial Planning Association of Australia and a qualifying member of the Million Dollar Round Table (MDRT) since 2000.

Jenny is an Authorised Representative of Professional Investment Services Pty Ltd; and her advice covers a wide spectrum of investment opportunities, including both innovative and traditional products.  Her accreditation and specialist knowledge in the Self Managed Superannuation field sets her apart from her peers.

Jenny consults on a regular basis to Financial Advisers, Accountants and their clients both locally and interstate in the complex area of Self Managed Superannuation Funds. 

Her concentration is in the creation of long-term wealth and strategies within Self Managed Superannuation.

Geraldine Hanton is a Risk Insurance specialist.  Geraldine has over 17 years experience in the financial services industry providing a comprehensive range of all Risk Products, personal and Business Superannuation including Corporate Group Salary Continuance, Group Life and Group Trauma.

Geraldine has attained and maintains the status of Business Specialist adviser, which recognises her commitment, experience and speciality in the areas of Business Superannuation and Corporate Group Insurance.

As an Authorised Representative of Professional Investment Services, she is able to offer risk product advice for our clients.

David Novotny, B.Bus.FinPlan is our SMSF Manager and is responsible for the management, compliance and administration aspect of the JBS Self Managed Superannuation Business, as well as the preparation of Reviews and the communication of new investment opportunities.  David holds an ASX Accreditation in providing advice in Direct Equities.

As an Authorised Representative of Professional Investment Services, he is fully accessible to all clients who have an administrative concern, and his impeccable customer service and attention to detail assures that all enquiries are handled with skill and diligence.  David works closely with Jenny in all matters relating to SMSF advice, administration and strategy implementation.

Having successfully completed his Bachelor of Business Financial Planning degree, he brings a fresh approach and attitude into the workplace. With the aim of obtaining his CFP designation, David further intends to extend his knowledge in the financial planning field. 

Glenn Malkiewicz, B.Bus.FinPlan. Glenn is the manager of our Superannuation, Investment, Finance division and Para Planning divisions. He is responsible for the preparation of Structuring and Strategic Advice. He has in excess of 6 years experience working with clients in the areas of Investment, Superannuation and Retirement Advice. 

Glenn brings with him wide experience and knowledge which ensures we the JBS team remain technically sound in Financial Planning. As an Authorised Representative of Professional Investment Services, he is fully accessible to all clients who have planning or administrative concerns, and his impeccable customer service and attention to detail assures that all enquiries are handled with skill and diligence. Glenn also assists in providing research and technical support for the team at JBS.  He is currently completing additional studies in financial planning to further increase his knowledge in the field. 

Brendan Elkins, B.Bus Mgt in Strategic Management with over 25 years of executive experience with some of Australia’s largest and most respected businesses.

Bringing this knowledge to the financial services industry, and the JBS team specifically, he is uniquely positioned to consult on a range of Human Resource, Industrial Relations, and Strategic Management issues with our clients for the improvement of their business. His general business acumen has proved invaluable - both by rounding out the JBS skill set, and offering a fresh perspective to clients in their personal wealth situations.

In addition Brendan owns and manages his own Salary Packaging company – Income Essentials (Aust) Pty Ltd. IEA is uniquely positioned to provide independent advice to both employers and employees on the benefits of salary packaging, fleet management, leasing and finance.

Barry Sheales, is one of the industry’s leading Salary Packaging and Income Specialists. Barry commenced work as an independent insurance agent in 1978, later joining National Mutual as a Divisional Sales Manager, before incorporating his own insurance advisory company in 1990. He was certified as a Fellow of the Life Underwriters Association of Australia in 1991.

His specialist area is INCOME:

Barry brings a wealth of knowledge and experience to JBS.

Evelyn McLaren, BBus DipFS CPA NTAA. Evelyn joined the JBS team in 2007 as our Financial Controller. She has a Bachelor of Business in Accounting and Computing, a Diploma of Financial Services and is a Certified Practicing Accountant and member of both the CPA (Certified Practicing Accountants) and NTAA (National Tax and Accountants Association) and has a Tax Agents Licence.

Evelyn is responsible for ensuring that the Self Managed Super Funds JBS manage are compliant from an Audit and Accounting overview. She works closely with both Jenny and David and brings a wealth of knowledge, experience and expertise to this division of JBS.

Evelyn also works with a large Public Accountancy Practice managing a wide variety of clients ensuring that their businesses and accounts are compliant with the ATO guidelines.

Megan Malkiewicz, Cert 5 Business Office Admin. Megan joined us early in 2007 as our Client Services Manager responsible for the administration and management of our Superannuation, Investment and Finance clients. Megan works closely with Glenn in preparing client reviews and will manage processes and work flows across the business.

Megan brings great value to the business having completed certificates in business (office administration) and with an extensive back ground in salary packaging and more recently, Human Resources. Always happy to assist with any inquiries that you may have, Megan prides herself on the ability to solve a wide range of varied and often complex problems.

Darren Caudell, Adv Dip Bus (Marketing). Darren has recently joined JBS as our Risk Client Services Manager and is responsible for the general administration of our insurance clients and the preparation of insurance reviews.

Darren has worked in a variety of roles from the Finance Manager of a franchise car rental company to a Senior Consultant for a large telecommunications company in consumer sales. With a strong sales background, Darren brings a unique perspective to the JBS Team and is always looking to exceed the level of service JBS Clients have come to expect.

Rachel Harris joined our team in September 2008 as a Client Service Manager. Rachel is Jenny’s Personal Assistant and also assists David and Anny with Client Services and administration for the Self Managed Super Funds Division. She is generally your first point of call and is responsible for ensuring the office is run efficiently.

Prior to joining our team Rachel worked for a Financial Planning Practice in North Queensland for over 14 years which specialised in Superannuation and Risk Insurance advice. Please feel free to speak with Rachel if you have any general queries.

 

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