People we work with

Jenny Basnec is a consumate compliance professional with over 30 years experience in the financial services industry. Passionate about helping small to medium size companies obtain and maintain their Australian Financial Services and Australian Credit Licences, she can relate well to business operators having spent 9 years working for a boutique dealer group including as General Manager. Her ability to integrate compliance requirements into practice management is outstanding and well proven. She is well regarded by the regulators and clients alike. Based in Adelaide she enjoys sports and particular favours Adelaide United!

Gary Jenkins has been in the Financial Services industry for 35 years. During that time he has held a wide variety of roles including AFSL Dealership General Management. Gary has spent the last 12 years as an independent mentor and coach to financial planners, business development teams, practice management teams and AFSL holders. With a wealth of hands on practical experience, Gary has helped many practice principals  re-invent both their business’ and their personal futures. With his extensive knowledge of the issues that face advisers and consumers of advice, Gary has an excellent non conflicted platform to guide advisers along the pathway to building a strong, sustainable future for themselves and their clients.

Tracie Walter divides her time between the Middle East and London. Tracie has broad experience in company secretarial roles and as compliance consultant across industries as diverse as financial services, energy, hospitality, and property management including companies listed on ASX and LSE. In her spare time she is a keen horse racing fan, and international traveller with a penchant for history.

andrewAndrew Begg has a background in finance and management, having worked with investment banks and financial institutions in Melbourne, Sydney, London and Bucharest. He is also a writer and editor and  an avid marathon runner.