𝘼𝙗𝙤𝙪𝙩 𝘼𝙜𝙧𝙞 𝙋𝙡𝙪𝙨 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙂𝙧𝙤𝙪𝙥:
AGRI PLUS Financial Group provides financial planning and financial advisory services to rural, regional and remote communities across Australia. Specialising in:
Family Farm Succession Planning +
Superannuation & Retirement Planning +
Wealth Accumulation & Growth +
Wealth Protection +
Goals Based Advice +
Financial Literacy +
𝘼𝙗𝙤𝙪𝙩 𝙅𝙖𝙣𝙞𝙣𝙚 𝙈𝙘𝙇𝙚𝙖𝙣:
Wher
e to start? I am a born and raised farm girl, having grown up on the family farm in Patchewollock. The youngest of five children, I have a massive love of the land (and in particular the family's patch of red dirt), but I also have found a passion for working with clients to secure their financial futures as well as helping to educate them along the way, so that they can make informed financial decisions. Being a small business owner myself, I understand the hard work and determination that small business owners put into their business and also know how important it is to be able to pass this legacy on, especially within family farming businesses. I have been involved in Financial Planning since 2002 and hold a Diploma of Financial Services (Financial Planning) and are continuing to undertake further studies to build on the practical knowledge I have obtained over the years. Through a comprehensive pathway into advising, I have owned and operated my own paraplanning business for the past seven years, working with a range of Financial Advisers, Australia wide, whom have a vast range of clientele requiring a diverse and comprehensive range of strategy outcomes. By far, my heart lies with small communities and farming families and I know the struggles these families have, not only in their day to day operations, but being able to access services within their immediate areas. I have also experienced working in the Financial Planning profession internationally, having worked with a boutique financial planning firm in Calgary, Canada, for three years. This not only provided me with the opportunity to work with a range of high net worth clients, but also allowed me to further expand my financial planning knowledge and to gain a greater understanding of the financial planning process.
- 5 𝘯𝘰𝘯-𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘵𝘩𝘪𝘯𝘨𝘴 𝘵𝘰 𝘩𝘦𝘭𝘱 𝘺𝘰𝘶 𝘨𝘦𝘵 𝘵𝘰 𝘬𝘯𝘰𝘸 𝘮𝘦 𝘣𝘦𝘵𝘵𝘦𝘳-
1. Family means the world to me (so yours possibly will too).
2. I have lived in both Ireland and Canada and have travelled to over 23 countries and have another three to add to this list in 2020. BUT by far my favourite place in the world is the place I will always call home - 324 Baring Road, Patchewollock.
3. I managed to secure a job internationally simply because I came from Mildura - True story! It started out as 2 weeks work and turned into three years with the most amazing company and co-workers you could have asked for.
4. I have previously worked for the most iconic of Irish Businesses - Guinness! And yes, at St James Gate, Dublin, home to the Guinness Brewhouse.
5. I have previously held (with a number of other participants) a World Record. In 2012 I was asked by a friend in Canada to participate in their record setting attempt to have the most people breaking a pine board simultaneously in a single venue. On April 14, 2012 as part of the Ohsuka Amateur Karate Foundation (Canada), I was one of the 204 people to help set this record - Yes, I have the certificate to prove it, but unfortunately since then, the record has been broken. If you feel that I may be able to help you with your financial planning needs, be it Cash Flow & Budgeting, Debt Reduction and Lump Sum Repayments, Superannuation, Personal Insurance, Investment, Centrelink, Estate or Succession Planning - or if you simply want to have a chat about your current circumstances and how I may be able to help you, don’t hesitate to contact me on any of the following methods:
Phone - 03 5443 7220
Email - [email protected]
Facebook - Yep, straight from this page. Either hit the ‘send email’ button or the ‘message’ button and we'll follow up with you. Janine McLean, Authorised Representative No. 1271148 and AFG Victoria Pty Ltd T/As Agri Plus Financial Group Corporate Authorised Representative No. 1285778 are Authorised Representatives of Synchron, AFSL Licence No. 243313. The information posted on this page is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
