Our People

Your team of dedicated people who are here to assist with all aspects of your relationship with JBS Financial Strategists

Jenny Brown, CFP SSA Dip FP
Jenny is Head of Strategy, Senior Financial Adviser and Director of JBS Financial Strategists. She is a SMSF Specialist Adviser™ (SSA), with over 18 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 is part of the Professional Private Advice group of advisers; 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 was recently awarded runner up Financial Planner of the Year for 2010 by Professional Investment Services and was admitted to the Platinum Club in 2008, qualifying each year since.

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.

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

Robin McKenzie, CFP Dip FP. Dip AII.
is head of portfolio construction. Robin is a Certified Financial Planner (CFP) has completed the Diploma of Financial Planning and Diploma of Aust. Insurance Institute. He is an Accredited ASX Securities Adviser and Self Managed Superannuation Fund Adviser. He has also completed the Responsible Officer’s Course and is a member of the Million Dollar Round Table (MDRT).

Robin is an Authorised Representative of Professional Investment Services Pty Ltd. Robin has advised clients since 1974 and has many long term client relationships. He utilises his Engineering training and current skills to thoroughly analyse your situation to develop appropriate strategies.

Elly Parker, BA (MediaComm). AdvDip (Bus)
Elly joined JBS as our Practice Manager in March 2010. Elly is responsible for the overall running of the office, building and maintaining client relationships, and all marketing activities.

Elly comes to JBS from a Professional Services background and has 8 years experience at varying levels of admin support and marketing and communications. Elly will be able to assist with any enquiry you have.

David Novotny, B.Bus.FinPlan
David 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 heads up our Superannuation, Investment and Finance division, he is responsible for the preparation of investment and retirement plans. He has in excess of 8 years experience working with clients in the areas of Investment Advice, Superannuation and Retirement Advice, and Risk Advice. He also has a strong knowledge in the area of finance structures.

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. Glenn holds an ASX Accreditation in providing advice in Direct Equities.

Darren Caudell, Adv Dip Bus (Marketing), Dip FP.
Darren joined JBS in 2008 as our Risk Manager and is responsible for the general administration of our insurance clients together with the preparation recommendations and 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. As an Authorised Representative of Professional Investment Services with a strong sales background and impeccable customer service 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.

Geraldine Hanton
Geraldine is a Risk Insurance specialist. Geraldine has over 18 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 maintained the status of Business Specialist adviser, which recognises her commitment, experience and specialty 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.

Brendan Elkins, B.Bus Mgt in Strategic Management
Brendan has 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, and is uniquely positioned to provide independent advice to both employers and employees on the benefits of salary packaging, fleet management, leasing, finance and general insurance. For more information see www.incomessentials.com.au.

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. Evelyn is a 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 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

Adam McKenzie
Adam joined the JBS team at the beginning of 2008. He is currently studying a Bachelor of Banking and Finance / International Trade and is involved in a broad range of tasks across the business. Adam’s main role is assisting Glenn with the compilation of client reviews.

Prior to working at JBS Adam has worked in retail, hospitality and sales. All of which have given him varying and valuable skills which he hopes to utilise and further develop while working in our team.

Lorie McDonald, BA (Eng&Comm)
Lorie recently joined our team in the Self Managed Super Fund division.  Lorie assists David with client services and administration for the SMSFs, and provides support across the practice.  She is generally your first point of contact when contacting JBS, either by phone or at meetings in our office, and is happy to assist with all enquiries.

Julie Hyde, Cert IV in Coaching, Dip Coaching.
Julie joined the JBS team in 2008 as our Business Development Manager. She comes to us from a strong finance background having worked within one of the 4 major banks for 20 years. More recently she has been consulting to a range of corporate and SME’s in regards to leadership, team and client service proposition.

Julie’s focus is on developing the skills systems and process for the individual to be successful within the business.

Fiona Hillas
Fiona is our Bookkeeper for the Self Managed Super Funds Division. She is responsible for assisting David and Evelyn with the data input for our SMSF side of the business.

Prior to joining JBS Fiona has worked with various small companies in their accounts department covering a variety of roles. She has quickly become a valuable member of the JBS team.

Professional Investment Services Financial Services Guide
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