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Contact Advisor
  • Level 10, 10 Spring Street Sydney NSW 2000

Jennie Lynn / Client Director, Superannuation, Sydney

Email
jennie.lynn@bentleysnsw.com.au
Phone
+61 2 9220 0741
Fax
+61 2 9220 0777
Office
Bentleys Sydney
LinkedIn
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Jennie is a chartered accountant and certified financial planner. With over twelve years experience in the superannuation and financial advice sector, her vast expertise extends from accounting and auditing to superannuation, wealth creation, retirement and financial planning.

Jennie’s expertise in self-managed superannuation funds enables the creation of strategic opportunities arising out of superannuation, taxation and estate planning legislation. Jennie’s clients appreciate her ability to present complex strategies in a simple manner.

With extensive experience as a guest speaker in the areas of superannuation, tax, and retirement strategies, Jennie has presented for many financial planning and accounting groups, including the Institute of Chartered Accountants and the Taxation Institute of Australia.

Aside from being all things ‘super’, Jennie is a keen athlete who enjoys cycling to work, competing in triathlons and staying fit. Jennie is also a qualified personal trainer and often puts her skills to good use by training some of her colleagues.

Specialist Superannuation Services:

  • Superannuation
  • Self-managed superannuation funds (SMSF)
  • Retirement income streams
  • Estate planning
  • Personal income tax
  • Superannuation guarantee
  • Succession planning and related insurances
  • Termination payment structuring
  • Asset protection

Professional Memberships

  • Member of the Chartered Accountants Australia and New Zealand
  • Member of the Financial Planning Association

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