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Jan Heron

Janet Heron

Financial Planner


  • Diploma of Financial Planning

I like providing guidance by making complex issues simple and easy to understand.  I enjoy building strong relationships with my clients and working  closely with my clients to understand where they are now and where they want to be to work with them to create a plan for the future.

Janet commenced her career in financial planning in 1999.  Her experience and a high level of technical knowledge in all aspects of financial planning including superannuation, retirement planning Centrelink and taxation and an ability to cut through the complexities of financial regulations allows Janet to develop strategies that her clients understand and feel comfortable with. Her commitment to ongoing client support and strategy review also ensures Janet continues to meet her client’s needs and expectations.

Janet grew up in Melbourne and moved to Queensland in 1996 for a sea change.  When not working she enjoys entertaining with family and friends,  boating and gardening.