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Jane Mitchell

Financial Adviser

Jane is a Financial Adviser, and specialises in making the complex simple. She loves to take the stress out of client’s financial lives. Jane believes in helping people, especially women to secure their financial future by making the best financial decisions for their individual situation.

She loves being a sounding board for clients, being able to provide options, solutions and confidence that their money is working in the best way it can, now and in the future.  Jane’s life and professional experience together with her technical skills enables her to provide the highest level of financial advice that is always in her client’s best interest.Jane is a Financial Planning specialist with more than 15 years of experience in financial services and accounting office experience.She is a professional member AFP with the Financial Planning Association of Australia ( FPA) and a Tax (Financial) Adviser with the Tax Practitioners Board and a Justice of the Peace (JP), together with being a Mentor and a member of an Advisory Board for a start-up company.

Areas of Expertise

Jane is highly experienced in providing personal advice on:

  • Investment and portfolio construction
  • Superannuation
  • Retirement planning
  • Risk management
  • Debt management
  • Cashflow management
  • Estate planning guidance
  • Taxation and structures
  • Succession planning
  • Intergenerational planning

Qualifications & Memberships


    • Masters Financial Planning
    • Graduate Diploma Financial Planning
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Services

Memberships and Associations

    • Financial Planning Association of Australia (AFP)
    • Tax Practitioners Board  – Tax (Financial) Adviser
    • NSW Justices Association – Justice of the Peace


    • FPA Women in Financial Planning
    • FAAA Aged Care Specialist
    • Accredited Listed Product Adviser Program
    • Margin Lending & Geared Investments

Outside Work

Jane greatly enjoys being in the garden, bushwalking and learning.  She is often studying new topics and concepts that apply to every aspect of her life.

She is an avid reader and researcher of family history, also volunteering her JP services in her local community, but most of all loves raising her two sons and spending time with her family.

More About Me

What is your favourite book you’ve read, and why?

A Gentleman in Moscow by Amor Towles.  Such an elegantly written book in an era of 1922 with history changing, just like his circumstances, bring sentenced to life under house arrest in a Moscow hotel,  he discovers a deeper understanding what it means to be a man of purpose.

On Sunday mornings you can usually find me….

On my deck, looking out over the valley, reading the news and drinking coffee.

What are the causes you care about?

Providing support and service to my network and community.  Being an active member on the Executive Committee of our Justice of Peace Branch and volunteering my JP services regularly on community desks.  Providing mentoring to women in financial planning and offering my support as a member of the Advisory Board assisting those with special needs to travel and enjoy life.

8.30am – 5.30pm (Monday – Friday)

What Are You Waiting For?

Book a consultation with Jane and see how her award winning advice can help you achieve your financial goals.

Book Consultation
Book consultation
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