Jan Wilkinson

My accounting background was what attracted me to financial services when returning to work after being a full time mum.

What started off as a job to pay the bills became a personal interest in financial “know how” and an education into the intricacies of superannuation, life insurance and investments. 

I’ve always enjoyed solving problems and confronting challenges, hence my enthusiasm for ballroom dancing (I’m the first to admit that I don’t have a lot of natural rhythm); as my dance instructor tells me -“Jan, don’t overthink it”. With dancing the challenge has been to “just go with the music” while at the same time remembering the routine and the technical aspects of the dance! I get a great sense of achievement when I’m told that my dancing is improving; all my hard work is paying off. This is no different to working in an industry where clients’ needs come first and is all the more complex due to the strict regulations surrounding it.

Bushwalking is my other passion and last year I spent 5 days trekking the Great Ocean Road 100 km walk. Our longest day was 29 kms, and the greatest reward was getting to the end of the day still walking (only a handful of the original group survived the full day) and cracking open the champagne. We enjoyed it so much a few of us are taking on a bigger challenge this year with a longer trek in Western Australia.

And that’s what drives me, getting satisfaction from a job well done; hard work being rewarded with successful results and being able to share it with people with similar values.

Latest News

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Insurance premiums have gone up. What can you do about it?

Posted by Alex Menzie on 1 October 2020
Increasing insurance premiums. A tale as old as time. Over the past 12-18 months, w...

Socially responsible investments - The winds of change

Posted by Alex Menzie on 16 June 2020
Current social events have, once again, reinforced the importance of investing time a...

Covid-19 Business Concessions

Posted by Matt Connor on 25 March 2020
The Australian and state governments have announced a number of concessions designed ...
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The information on this site is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

The financial planning services are provided by Medical Financial Pty Ltd trading as Medical Financial Planning (AFSL 506557)