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 been working in the finance industry since 2000, with over 18 years in financial planning specialising in retirement planning and wealth management.

Prior to joining Longevity Retirement Planning, Jenny worked as a senior financial adviser at Aware Super (formerly StatePlus/State Super Financial Services) for more than 12 years and has vast experience in Public sector super funds, salary packaging, redundancy, super arrangements and investments.

Retirement and superannuation specialist

Jenny has managed many client portfolios, 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.

Contact Us

Get in touch with us and find out how we can achieve your goals.

Contact