Team

Jane Gun

Partner
Financial Adviser

BBus, Grad. DipFP(FINSIA), FFin, SMSF Specialist Adviser (SAA)
Adelaide Office
Back to Our Team

Meet Jane

Jane is a Partner at Halpin Wealth and also a Senior Financial Adviser. Jane has been working in the financial services industry since the mid-1980s. She has had extensive experience in Fixed Interest trading, Stockbroking and Private Banking. Jane has been a Financial Adviser since 2000 and enjoys giving holistic advice to her clients.

Jane specialises in advice relating to Self Managed Super Funds and Retirement Planning, but also advises on Estate Planning, Risk Insurance and Investments. Jane is accredited through the SMSF Association as a Specialist Self Managed Super Fund Adviser (SSA).

Outside of work, Jane is kept busy by her children Harriet and Edward and has a keen interest in the arts, food and travel.

EXPERTISE

  • Self Managed Super Funds
  • Retirement Planning
  • Estate Planning
  • Risk Insurance
  • Wealth Creation
  • Direct Equities and Managed Investments
  • Collaborative Practitioner

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Jane has achieved the following financial planning accreditations:

  • Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam
  • Kaplan – Ethics and Professionalism in Financial Advice
  • Bachelor of Business (Business Administration)
  • Graduate Diploma of Financial Planning (FINSIA)
  • ASX Derivatives – Level 1
  • SMSF Specialist Adviser (SSA)
  • Accredited Listed Product Adviser Program (ALPA)
  • Member of the SMSF Association.
Back to Our Team