Jennifer is the Executive Assistant at IP Wealth® and a cornerstone of the team since 2013. Working closely with the General Manager and Account Managers, she is central to the smooth running of day-to-day operations, bringing prior experience as a receptionist and office manager, over a decade of management experience, a meticulous eye for detail, and a genuine commitment to keeping both the team and clients well supported.
Executive Assistant
Cert IV - Financial Services (Bookkeeping)
Cert III - Business Administration
10+ Years - IP Wealth®
Areas of Knowledge & Experience
Business Administration
Managing the operational and administrative functions of the firm with precision, ensuring the team can focus on delivering the best outcomes for clients
Bookkeeping & Financial Administration
Overseeing financial administration and bookkeeping with a qualified, detail-oriented approach, maintaining accuracy across all financial records
Client Coordination
Acting as a key liaison between clients and the team, ensuring queries are handled promptly and professionally at every touchpoint
Team Support & Collaboration
Working closely with the General Manager and Account Managers to keep operations running efficiently and the team well-coordinated across all matters
Problem Solving & Accuracy
A hands-on approach to identifying and resolving operational challenges quickly, with a focus on precision and quality in every area of her work
Client Service Excellence
Delivering a consistently high standard of client service, ensuring every interaction reflects the professionalism and care that IP Wealth® is known for
Career Overview
Jennifer joined IP Wealth® in 2013 and has been an integral part of the firm ever since. She brings with her a strong professional foundation, having worked previously as both a receptionist and an office manager, roles that shaped her client-facing manner, her operational instincts, and her ability to keep a busy workplace running smoothly. With a passion for administration, bookkeeping, and operational excellence, she brings over 10 years of management experience to her role and applies that breadth of knowledge across every aspect of the business. Her qualifications in financial services and business administration underpin a highly organised, accuracy-driven approach that the entire team relies on.
Working closely with Paul and the Account Managers, Jennifer is central to the day-to-day operations of IP Wealth®. She thrives in a collaborative environment, taking genuine satisfaction in supporting her colleagues and knowing her contribution is part of the bigger picture. Her professionalism, warmth, and unwavering attention to detail ensure that clients are always in capable hands.
Prior
Office Manager
Built a strong operational foundation through experience as a receptionist and office manager, developing the client-facing skills and administrative expertise she brings to IP Wealth® today.
2013
IP Wealth® - Joined the Team
Joined IP Wealth® bringing extensive administration and bookkeeping experience, quickly becoming a key operational anchor for the growing firm.
Present
IP Wealth® - Executive Assistant
Continues to play a central role in day-to-day operations, working closely with the General Manager and Account Managers to ensure the team and clients are consistently well supported.
Education
Certificate IV in Financial Services (Bookkeeping)
Accounting and financial administration
Certificate III in Business Administration
Business operations and administrative practice
