Our Team
Meet our Team. We want you to know that our aim is to deliver superior ongoing service and to care for our clients over the long term. We work very closely together and look after you like family.
Meet our Team. We want you to know that our aim is to deliver superior ongoing service and to care for our clients over the long term. We work very closely together and look after you like family.
Jennifer has been recognised among Australia’s most influential financial advisers, earning a place in the Financial Standard FS Power50 in both 2024 and 2025. She also contributes to the broader advice profession through her leadership and advocacy work as a member and current chair of The Adviser’s Association.
“A typical day in my role is spent helping clients solve financial problems and make progress towards their goals. Every client’s situation is different, which is one of the things I enjoy most about financial planning.”
Jennifer loves seeing clients retire with confidence after years of hard work and disciplined saving, ready to enjoy more time for travel, family, hobbies and greater freedom. Just as importantly, she values being in their corner through life’s more difficult moments, such as illness or a bereavement, providing clarity and reassurance when it matters most.
At the end of the day, Jennifer applies her own “sleep at night test”: if she would feel comfortable following the same advice herself, she can recommend it with confidence and integrity.
Travel Style Preference “Picking destinations that cater well to families, particularly those with kids’ clubs and nanny services. It gives us the best of both worlds! Creating memories together AND enjoying a little downtime too.”
Guilty Pleasure “Friday nights at home on the couch, watching TV, enjoying some delicious food, and relaxing with a glass of bubbles in hand.”
Let’s Outsource That “Definitely the daily washing and putting away of clothes. I feel like I’ve been fighting a losing battle against Mount Laundry for years, and somehow there’s always another load waiting.”
I’ll Talk All Day About “Financial planning strategies, investment structures, and the numbers behind financial decision-making. I love unpacking complex situations and having robust strategic conversations. I really “nerd out”.
My Own Retirement “To spend as much time as possible near the beach. The ocean brings me peace. Plus ticking off some bucket-list experiences like walking the Camino and swimming in crystal-clear waters around the world. Plus the freedom to spend quality time with and be present for those who matter most.
“When helping clients in my role, I care deeply about providing them with peace of mind so that they can enjoy their retirement and leave the financial worry to me.”
Approaching almost two decades in the financial services industry, Amy brings a calm, considered approach when helping clients find their way towards their own ideal retirement. Getting to witness that exact moment a client shifts from hoping their plan will work to actually believing it will, then celebrating that turning point with them, gives Amy great joy.
A believer in the uniqueness of every person’s relationship with money, Amy’s advice is empathetic, tailored, and always delivered with honesty. Inspired by thought leaders like Brené Brown, she values deep connection and courageous conversations.
As Director Jennifer’s fellow Financial Adviser, Amy works closely alongside her to support Goldsworthy clients through every stage of their financial journey. Together, they make a formidable advice duo, combining experience, empathy and a shared commitment to helping clients retire with confidence. Their commitment to ensuring continuity of care for each other’s clients whenever one of them is unavailable is what makes them such a strong team.
Travel Style Preference “Going somewhere I’ve never been. Spending all day exploring a new city by foot, taking photos and immersing myself in the culture.”
Guilty Pleasure “Champagne. Actually, come to think of it. I don’t feel the least bit guilty when enjoying it.”
Let’s Outsource That “I’m happy to do the admin tasks, I want to outsource all the physical stuff – cleaning, yard work, building furniture, etc.”
I’ll Talk All Day About “Financial planning strategies, investment structures, and the numbers behind financial decision-making. I love unpacking complex situations and having robust strategic conversations. I really “nerd out”.
Historical Time Travel: ”If I could go back in time, I’d love to see dinosaurs rule the earth…but from a safe distance.”
My Own Retirement “To spend as much time as possible near the beach. The ocean brings me peace. Plus ticking off some bucket-list experiences like walking the Camino and swimming in crystal-clear waters around the world. Plus the freedom to spend quality time with and be present for those who matter most.
“I love that my role enables me to be a conduit between our clients and the funds they hold, ensuring their best interests are considered and needs are met.”
Jess is a combination of rich industry experience and a laser-sharp compliance eye. With her extensive experience working in the financial services industry and qualifications in both Financial Planning and Paraplanning, Jess thrives on the detail. From implementing new business and preparing advice documents to liaising with clients, product providers and Centrelink and as leader of the client services team, she’ll often put out the fires before most of us realise there’s smoke.
Working in the financial planning industry has taught Jess not to always take the first NO as an answer – that there is often a work around if you are persistent when standing up for your client and their needs.
Knowing that every document and application she touches, is helping pave the way toward a better financial future for someone, provides Jess with a deep level of satisfaction each day she comes to work.
Travel Style Preference “Anywhere and everywhere in our caravan. Being in that ‘young family’ era of life – being able to just drive and arrive somewhere beautiful all ready to go without wrangling a tent is really valuable right now.”
Guilty Pleasure “Reality TV. There I said it. Being able to tune out of life and be entertained by somebody else’s for a period of time I’m a sucker for. That and a really great quality coffee.”
Let’s Outsource That “Bringing IN the washing. Getting in there is one thing. But I’d really just love somebody to bring it in so I don’t forget and leave it out there…and then it rains.”
I’ll Talk All Day About “Anything!! I’m an open book. Except between the hours of 9-5 Monday to Friday…busy working then *wink wink*.”
Historical Time Travel: “News of the end of World War II – specifically Melbourne CBD celebrations. I’d love to go back and be a fly on the wall to witness that moment.”
My Own Retirement “Lifestyle block with a veggie garden and the best most extravagant coffee machine EVER!!”
“I aim to make processes as smooth as possible, keeping clients informed throughout and provide timely support so they feel confident, valued and well looked after as part of the overall Goldsworthy experience.”
On a typical day, Lauren provides administrative and client service support to advisers and clients. This includes responding to enquiries, preparing and processing advice documentation, and coordinating the implementation of recommendations. Lauren also assist with client reviews, account updates, insurance changes, claims and Centrelink requirements, ensuring every task is completed accurately and on time.
Lauren is passionate about the ripple effect of financial education. She believes that planning ahead and understanding the power of every dollar can be life-changing. It’s a lesson she’s learned personally — and one she’s proud to help others discover.
Travel Style Preference “Give me a pool, warm sunshine, amazing food, a glass of wine and nowhere I absolutely have to be. The mission is simple: come home feeling refreshed, relaxed and genuinely rested.”
Guilty Pleasure “Reality TV. After a long day, I have a soft spot for entertainment that asks absolutely nothing of me in return. The more dramatic, chaotic and mildly ridiculous, the better.”
Let’s Outsource That “Anything involving cleaning, laundry or gardening. I want more time back for fun rather than chasing washing baskets.”
I’ll Talk All Day About “Food. Where to eat, what to order, which destinations are worth visiting just for the food and of course, recipes. I love hearing about the meals people can’t stop thinking about.
Historical Time Travel: “The Beatles rooftop concert in London in 1969. It would have been amazing to witness such an iconic and spontaneous performance that became a memorable moment in music!”
My Own Retirement “My bucket list is far longer than my leave balance, so retirement feels like the perfect opportunity to start ticking travel destinations off one by one. I expect to be busier in retirement than I ever was while working.”
“Knowing that clients understand more at the end of a conversation, than they did at that start is something I care most about when helping our clients. That they are happy.”
As our longest piece of ‘Goldsworthy serving furniture’, Megan brings experience, precision and a no-fuss approach to getting things done. On any given day, you’ll find her deep in Centrelink paperwork, preparing client appointments, managing advice fee documentation – quietly celebrating when clients return their forms in record time.
Megan has seen firsthand how small administrative details can make a big difference in a client’s financial journey. Working in the industry has taught her a lot about the power of superannuation, and even more about the importance of budgeting, lessons she applies both professionally and personally.
While her background is originally in design, her attention to detail, sharp organisation skills and practical mindset have found a perfect home in financial services.
Travel Style Preference “I love leaving the country. Sure, Australia is pretty big – but the ‘rest of the world’ is bigger and I want to see as much of it as I can.”
Guilty Pleasure “All things ceramics and clay related – throwing, firing, glazing, finding …”
Let’s Outsource That “I’ve already outsourced the cleaning and the shopping. Maybe the ‘what’s for dinner’ questions…let’s outsource the answers.”
I’ll Talk All Day About “Making ceramics and travel and travelling to FIND interesting ceramics!”
Historical Time Travel: “Visiting Josiah Wedgwood’s workshop during the height of the pottery revolution in the 1700s.”
My Own Retirement “If I have enough money to travel regularly I’ll be a happy retiree.”
“I’m really lucky in that I get to enjoy a blended role of bringing a positive client experience in person when working Reception and then also bringing positive experience digitally as well, through our newsletters and social media ensuring the Goldsworthy brand is a honest reflection of who we really are.”
With a background in interior design, photography and office management, Carly brings a rare blend of creativity and adminsitration to her dual role. Her week often looks like a mixture of coffee making, appointment shuffling, photo editing, office snack ordering, creative writing and enjoying an abundance of both in person and phone conversations with clients and office guests.
Carly finds joy in a variety of things – like hearing a client reference newsletter, daily chats with the mailman, seeing a ‘real smile’ captured of a colleague in their corporate photoshoots, being part of new process development and improving procedures. She is passionate about customer service, connection and brand storytelling ensuring that every piece of content she creates and every greeting she offers is grounded in authenticity and care.
Working in the financial services space has had a lasting impact on Carly’s own perspective. It has given her the foundation and education to make big life choices, take risks with confidence and genuinely become engaged with her financial future.
Travel Style Preference “The less people, less selfie sticks and less wifi the better. Give me a path less travelled, unrivaled beauty of the natural world and no real plan. I like a holiday that leaves options open.”
Guilty Pleasure “Completely obsessed with singing shows. Australian Idol. The Voice. I get absolutely sucked into an amazing voice covering a timeless classic in stripped back, bare your soul kind of way. Throw in a guitar or a piano and you’ve got me for life.”
Let’s Outsource That “Cleaning the shower floor can take a hike. Keeping up with kindy and school emails and notifications across far too many platforms is a hard pass too.”
I’ll Talk All Day About “Bargain Op Shop Finds. Living off The Grid. Permaculture. AFL.”
Historical Time Travel: “I’d LOVE to go back to the beginning of the Industrial Revolution and let them know they’re about to really stuff up the planet. Oh, and also go to Woodstock, 1969.”
My Own Retirement “Give me ALL the hobbies. I’m joining sewing groups, tree planting, painting, book clubbing and disappearing on yoga retreats. I’ll be so busy ‘hobbying’ you’ll need to book ahead for your coffee catch ups.”
“As a receptionist, I care a great deal about ensuring all clients feel welcome and comfortable when they walk into our office. Especially if it is the very first time they’ve been here.”
Michele’s career in the financial services industry spans over four decades. With a deep well of experience, a calm presence, and a sharp sense of humour, she brings both professionalism and warmth to the front line of our business.
If you’ve ever stepped into our office or called us on the phone, chances are you’ve chatted with Michele. Whether she’s coordinating client bookings, firing up the coffee machine, wrangling the stationary or simply making people feel comfortable in our waiting room, she’s an essential part of our team — and often the first point of contact for our clients.
Working in the financial planning industry has taught Michele to have a plan and be patient. Good things come to those that put in the effort and pay attention!
Travel Style Preference “I am quite happy to go anywhere and by any means as long as it is with our close friends. Group adventures together fill the cup and provide the best memories.”
Guilty Pleasure “I’m fairly sure the rest of the office could probably answer this one for me. It’s really quite simple. I do love bubbles. But the kind that come in a glass flute, served chilled.”
Let’s Outsource That “Quite happy to outsource absolutely anything to do with troubling technology as a start. I’ll happily drink the champagne while somebody else fixes the problem.”
I’ll Talk All Day About “Audrey Hepburn. Her movies, her style, her life. Everything.”
Historical Time Travel: “I’d love to go back and see Adam Scott be the first Australian to win The Masters.”
My Own Retirement “Travel, late bubbles lunches with friends, walks, reading and just enjoying the retirement phase in general. I think I’ll be pretty good at it!”
“I care most about enabling the directors to focus on growing the business and delivering exceptional client outcomes by ensuring operations run efficiently, proactively, and without unnecessary obstacles.”
Leah has been the quiet engine room of the business. With a background in leadership, insurance, accounting, and business operations, she wears more hats than most — supporting both directors while overseeing everything from HR and IT to accounts and day-to-day operations. No two days look the same, and that’s exactly how she likes it.
Her favourite part of the job? The variety, the challenge, and the opportunity to solve problems strategically. Leah thrives on stepping back, viewing the business holistically, and implementing solutions that genuinely make a difference. Whether she’s untangling a tech issue or streamlining a workflow, her calm, detail-focused mindset ensures everything runs smoothly behind the scenes.
Working in the financial services industry has sharpened her attention to detail and taught her the art of efficient task switching – skills she now applies daily in her dynamic role.
Travel Style Preference “Heat, heat, heat…give me the hot sun and a beach and I’ll be a happy girl.”
Guilty Pleasure “I’ll be the first person to admit I have a moderate obsession with watching other peoples lives on TV. Is it real or is it fake? Probably a bit of both. I’ll watch it either way!”
Let’s Outsource That “I would be MORE than happy for somebody else to do the budgeting and just tell me what my personal allowance is please and thank you.”
I’ll Talk All Day About Aside from my current Shark video obsession, any other internet rabbit holes I am always open for a discussion around.
Historical Time Travel: “I would love to know how the pyramids were actually built, so many conspiracy theories. I want to just go back and SEE for myself!”
My Own Retirement “Give me a big house overlooking the water! Could be just a dream? But we’re working on manifestation….and budgeting!”
