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Jennifer Morris

Authorised Representative

E: jmorris@advisory.net.au

P: 03 5228 2246

Since joining Advisory Partners in 2018, Jennifer has steadily developed her knowledge across all core areas of financial advice and continues to expand her expertise as she grows within the profession. Her warm and practical nature makes her approachable to clients from all walks of life, whether they’re just starting their careers, raising families, planning for retirement, or navigating estate matters.

 

She sees value in working collaboratively with other professionals, such as accountants, solicitors, and mortgage brokers, to ensure all aspects of her clients’ financial needs are considered. Whether she’s working a spreadsheet or helping a client manage life’s transitions, Jennifer brings a naturally empathetic approach and quiet determination to her role as a financial advisor.

 

A country girl at heart, Jennifer finds balance and inspiration away from the desk, spending her downtime in the paddock with her beloved horses.

 

Jennifer helps her clients in the following areas:

  • Cashflow and Tax Planning
  • Superannuation Strategies
  • Retirement Planning
  • Wealth Creation Strategies
  • Integrated Aged Care & Age Pension Advice
  • Personal Insurance
  • Integrated Estate Planning with Legal Professionals

 

Qualifications & Memberships

  • Bachelor of Commerce with Distinction (Financial Planning and Accounting majors)
  • Super Concepts SMSF Specialist Practitioner (The University of Adelaide, Apr 2025)
  • ASIC Relevant Provider Professional Year Certificate (Jun 2025)
  • FAAA Member (Financial Advice Association Australia)
  • Vice Chancellor’s Medal for Recognising Excellence (Deakin, Feb 2019)
  • Golden Key International Honour Society (Invitation only to top 15% academically, March 2017)
  • Platinum Asset Management Scholarship (Aug 2017)
  • FPA Congress Network Challenge Winner (Nov 2018)
  • Institute of Public Accountants Membership Scholarship (Aug 2017)

 

Community Work

Jennifer is passionate about supporting her local community in a number of ways including volunteering as a mentor for young students and helping the homeless.

 

Accounting and Taxation
Business Advisory
Financial Planning
SMSF
Personal Insurance
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Advisory Partners Financial Services (ABN 41 168 499 929) is an authorised representative of AP Licence Pty Ltd, Australian Financial Services Licensee 499958.

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