All you need to know about
Jenny

ASSOCIATE

Jenny Porter

I’ve been working in the financial services industry since 2017. I completed my Bachelor’s degree in Human & Consumer Sciences, and then spent the next 10 years in the legal and not–for-profit industries. I joined Evalesco in 2020 as a Personal Financial Concierge, with my team specialising in pension and self-managed super fund clients I was promoted to Senior Personal Financial Concierge and Training & Development Specialist in 2023 and to Associate in 2024, where I focus on maintaining my teams strong client relationships, my commitment to best practice, new team member onboarding, and upskilling team members as they change roles and grow.

What Healthy, Wealthy and Happy means to you?

It means setting realistic goals with tangible outcomes and pursuing personal interests outside your work life. I enjoy helping people in any way I can.

Qualifications

• Bachelor of Science in Human & Consumer Sciences, Ohio University

“The support staff are excellent and give us a good feeling that everything is being well attended to. "
"I feel super confident that they have it in hand, I don't have to research about what’s next or the why, it gets presented to me in a clear and concise way. "