About Us

Founded during the economic downturn of 1992, JFP is a leading boutique financial services business based in Melbourne. With almost three decades of industry expertise, we continue to provide excellent results for our clients through consistent and comprehensive advice. We help clients to develop and use their personal wealth to lead their ideal lifestyle. Our tailored approach is based on what the client values.

Achieving ongoing success requires dedication and adaptability. Here JFP focuses on the long-term goals of its clients, avoiding quick returns and short-term fixes. This approach has allowed us to develop open and lasting relationships with our clients.

We have a talented and experienced team of experts guiding our clients and helping to find the best solutions. Our team has experience across investment management, taxation, superannuation, succession planning, financial management and philanthropy.

OUR EXPERTS

Team of Professionals

MEET THE TEAM

Managing Director

Chris Jensen

Managing Director Qualifications: CFP, Dip FP

Role and Experience

Chris is a Certified Financial Planner as designated by the Financial Planning Association of Australia and holds a Diploma of Financial Planning from Deakin University. As founder of Jensen Financial Planning in 1990, Chris is an authorised representative (No. 253416 273571) of JFP Advisory Pty Ltd – AFSL 516652. As a planning coach and tutor, Chris ensures clients interests are at the forefront of every decision while providing guidance to achieve their personal goals and objectives.

Hobbies & Interests

In his free time Chris enjoys spending time with his family and going to the footy to support his team (Hawthorn Football Club) as well as playing some golf.

Practice Manager

Karen McEvey

Practice Manager Qualifications: Bachelor of Business (Acc/HR/Info. Sys); MBA; CPA; Dip FP

Role and Experience

Karen is a Principal at Jensen Financial planning and a senior adviser with over 20 years’ experience in the financial services industry. She specialises in Superannuation, Private Wealth management including Family Trusts and Corporations.
Karen holds a Bachelor of Business, MBA, is a CPA, and has a Diploma of Financial Planning.

Hobbies & Interests

In her spare time, she enjoys family activities, cooking, sewing, and retail therapy.

Administration & Client Services

Rachel Harris

Administration & Client Services

Role and experience

Rachel has over 20 years experience working in the Financial Planning industry and has been working at Jensen Financial Planning since 2010. As a Client Services Officer she has experience in the administration of Risk Insurance, Superannuation funds and Investment funds.

Hobbies & Interests

Volunteer work and travel.

Paraplanner

Ty Jackson

Paraplanner Qualifications: Diploma of Financial Planning

Role and Experience

Since graduating from RMIT in 2015, Ty spent 18 months working with one of the big 4 banks before joining the Jensen Financial Planning team in April, 2017.

Hobbies & Interests

Ty enjoys spending time with friends, is a foodie, likes hiking and travelling.