Getting to know

Jenna Bonaccorsi

Associate | Gold Coast & Ballina

B. Bus (Financial Planning & Taxation)

Jenna has worked in financial planning since 2021 and holds a Bachelor of Business (Financial Planning & Taxation) from Griffith University. She was a finalist for the 2023 FAAA University Student of the Year Award and is also a member of the FAAA Emerging Professionals Committee where she helps support and inspire the next generation of financial advisers.

Jenna works in our Gold Coast office with our partner advisory Essential Wealth and Retirement. Outside of work, Jenna enjoys travelling, playing netball and spending time with her three Burmese cats – Nova, Remi, and Mojo.

  • Experience

    Jenna has worked in financial planning since 2021 and holds a Bachelor of Business (Financial Planning & Taxation) from Griffith University. She was a finalist for the 2023 FAAA University Student of the Year Award and is also a member of the FAAA Emerging Professionals Committee where she helps support and inspire the next generation of financial advisers.

    Jenna works in our Gold Coast office with our partner advisory Essential Wealth and Retirement. Outside of work, Jenna enjoys travelling, playing netball and spending time with her three Burmese cats – Nova, Remi, and Mojo.

  • What’s your favourite thing about being part of the MWS team?

    Being part of a team that values both the technical side of financial advice and the personal impact we have on our clients is what keeps me motivated and inspired every day.

  • What do you wish people knew about financial planning?

    It’s not a one-time exercise; it’s a long-term commitment to securing your financial future.

  • If you could give one piece of advice to yourself from 10 years ago, what would it be?

    Don’t be afraid to step outside your comfort zone. Growth happens when you push your boundaries and take on challenges that seem intimidating at first.

  • What's your weirdest office habit?

    Quietly humming or tapping my foot to music only I can hear through my headphones.

CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.

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