Jan Wilkinson

Jan, a CERTIFIED FINANCIAL PLANNER® professional, brings with her the experience of over twenty five years in the financial services profession.

Jan began her career in accounting and banking and has been a financial planner for more than 21 years joining the industry on 31 October 1987 – in time to face the aftermath of the ‘crash’ of 1987 in equity markets, the subsequent demise of the unlisted property trusts in 1990 and the crash of the bond market in 1994. This challenging introduction to the financial planning profession provided Jan with invaluable experience to ensure her clients are well informed and prepared for the many economic challenges that occur on a regular basis in our profession.

Away from work Jan’s major interest includes spending time with her family and friends, gardening and attending many of the wonderful performances the arts world has to offer in Adelaide. Jan also has an interest in history and politics, and is a keen and enthusiastic walker ensuring she maintains a healthy balanced lifestyle between work and leisure.