Financial Adviser
I help women take control of their financial futures through personalised plans, guiding them towards financial security and independence. Let’s build a future that’s truly yours!
Hi, I’m Jannice Choo 周映君. I proudly serve as the founder and financial visionary committed to orchestrating your financial success. My journey in finance commenced in dynamic accounting firms and banks, unravelling numbers for 5 years until I discovered my true passion – wealth planning. Transitioning from superfund accounting to financial planning, I laid the groundwork for over 12 years of dedicated expertise.
As your Financial Planner, my specialisation spans investments planning, superannuation planning, retirement planning, estate planning, education fund planning and insurance planning. Fuelled by insatiable curiosity, innate talent, and a commitment to continuous learning, I ensure each client receives personalised and insightful financial strategies. Fluent in Mandarin and Cantonese, my cultural background enhances communication, particularly with Chinese ethics-oriented clients.
My purpose is to help individuals and families achieve their financial goals. I derive immense satisfaction from guiding people through life’s various stages, ensuring they stay on course with personally tailored strategies that seamlessly adapt to changing needs.
Outside of the professional realm, I cherish precious moments with my daughter, family, and friends. Whether basking in the tranquillity of yoga or embracing the thrill on the tennis court, I find joy in diverse pursuits. My enthusiasm for community engagement comes alive through weekend volunteer work, where I dedicate time to share knowledge and inspire young minds in our local community.
I’m a proud member of the Financial Advice Association Australia (FAAA), my commitment to professional excellence is unwavering. My educational journey includes a Bachelor of Business (Accounting), a Bachelor of Computing from Monash University, a Diploma of Financial Planning, and Cert IV in Finance and Mortgage Brokering – showcasing my dedication to continuous learning.
Your journey to a secure and prosperous future begins here with a visionary leader dedicated to your financial well-being. Book a discovery call with me for a unique blend of expertise, passion, and personalised service.
Jannice Choo 周映君 Financial Adviser licence 000404962 of Lifespan Financial Planning AFSL No. 229892