Jenny Bai

Jenny Bai

Jenny has a Bachelor of Mathematics and Finance from University of Technology, Sydney (UTS). She has also completed a Graduate Diploma in Financial Planning and has achieved the Certified Financial Planner designation.

Experience

Jenny Bai has 18 years of experience working in the finance industry, with the last 15 years in financial planning specialising in retirement planning and wealth management.

In the last 12 years Jenny has worked as a senior financial adviser at StatePlus (formerly known as State Super Financial Services) and has vast experience in Public sector super funds, salary packaging, redundancy, super arrangements and investments.

Retirement and superannuation specialist
Jenny has managed over $200 million of client portfolios (over 400 clients), providing advice on super, pensions, managed funds; providing strategies on Centrelink and tax.
Public Sector specialist
With over 12 years as a senior financial adviser at StatePlus (formerly known as State Super Financial Services), Jenny has an excellent knowledge of defined benefit schemes (such as SASS and SSS for NSW State Government as well as CSS and PSS for Commonwealth Government schemes) and superannuation rules, Jenny combines her strong technical skills with a focus on understanding the needs of each client. She is experienced in advising on a range of financial planning issues including retirement planning, redundancy and wealth accumulation strategies.
Personal life
Jenny lives a busy family life with two young children. She has a wide range of interests including reading, singing and swimming.

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