Meet the team

Downie Wealth Management is passionate about helping clients get ahead financially, to enjoy a future full of predictability and enjoyment through sensible financial advice. We provide the tools and support for our clients to fulfil their dreams and aspirations with as little uncertainty for them as possible.

We’ve had careers in diverse industries including – retail, wholesale, importing, mining, farming, trucking, and hospitality and have a wealth of experience to draw from. With this background on top of our education we can provide a depth of understanding of the real world to pass on to our clients.

Jenny MoormanFinancial Adviser / Director
Authorised Representative Number: 323011
Corporate Authorised Representative Number: 332825

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Jenny has been working in the financial services industry since 2008 when she graduated from Curtin University with a Bachelor of Commerce.

Jenny’s focus is to deliver greater certainty to client’s financial lives by getting to know her clients, identifying their financial and lifestyle goals and determining appropriate strategies to put in place. She then meets regularly to review the plan and fine tune it to ensure that the client/adviser relationship is a long and successful one.

Jenny prides herself on being able to simplify things for her client so they can clearly see how they can meet their goals over time.