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Jan joined Planwell in 2001 and is a director of Planwell Financial Group.

Jan is a CERTIFIED FINANCIAL PLANNER® and has a background in mathematics. Jan particularly enjoys her relationships with her clients with expertise in assisting them with both their financial and lifestyle goals. Jan was honoured as AXA’s Victorian Adviser of the Year in 2011.

On a personal level, Jan is married to Max and has three great children. She is a passionate Cats supporter and a regular at Geelong games. She enjoys the popular “middle aged” sport of cycling and can often be found at the gym. To provide some balance in her life she also enjoys good food and wine and has ambitions of further travel.

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