Aged Care Financial Advice | Expert Aged Care Financial Planning

Client Services Officer

Jennifer Rice heads up our client services team.

Jennifer has a wealth of experience in the client services domain and some of her roles include client services positions at St Vincents Health and Dementia Australia.

Jennifer and her team will efficiently answer your queries and organise your consultation with one of our expert advisers in a friendly manner. While also relieving potential client’s anxieties that often impact them when having to enter their loved ones into aged care.

Jennifer assists clients with our accommodation placement service very competently due to her valued experience at St Vincents and Dementia Australia.   

Jennifer also assists with our Centrelink service and online lodgement.

Senior Financial Adviser  

Sharon is a very experience Senior Financial Adviser and an Authorised Representative of PrimeCare Financial Planning Pty Ltd. She has a wealth of experience in Financial Services and specialises in Aged Care. Sharon is very passionate about delivering the very best solutions for her clients. Sharon is expertly equipped to assist her clients in Retirement Strategies, Superannuation, Estate Planning, Risk Management and Insurance Planning, and the most appropriate aged care financial advice.

Sharon is a Certified Senior Financial Adviser and is a member of FAAA, Financial Advice Association of Australia

Robyn is a Senior Financial Planner and has a Graduate Diploma in Financial Planning. She has over 15 years financial planning experience with Bendigo Bank, Hillross and The Money Managers.

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Senior Financial Planner CFP®  Christine is a Certified Financial Planner with a Diploma of Financial Planning, and a Bachelor of Economics from Monash University. Christine has also completed the Ethics and Professionalism in Financial Advice. Christine is an authorised representative of PrimeCare Financial Planning.

Christine first worked as a financial planner in the 90s and has many years of experience in advising a wide range of clients, across various strategies including  life insurance, investment and superannuation..

Christine is a member of FAAA, Financial Advice Association of Australia.

Founder and co-director. CFP®, BA, Grad Dip Sociology, Diploma FP. She commenced PrimeCare Financial Planning in 2007 in response to a growing community need to provide personal financial advice to people working through the financial maze for Aged Care.

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Senior Financial Planner CFP® Heather is a qualified Financial Planner with a Diploma of Financial Planning. Heather is a CFP® professional and a member of the Financial Planning Association of Australia. Heather is an authorised representative of PrimeCare Financial Planning.

Heather has a wealth of experience with a range of financial investment products, along with Centrelink/Services Australia procedures required for her clients. Heather has been involved with financial services for over 20 years assisting many families with their aged care and retirement needs, previously with Commonwealth Financial Planning (CBA).

Senior Financial Adviser  

Synthia is a Certified Senior Financial Adviser, has an Advanced Graduate Diploma of Financial Planning and a range of other financial services qualifications including Ethics and Professionalism in Financial Advice. Synthia is a member of the FAAA financial association.

Synthia has many years of experience in a range of financial disciplines including superannuation, funds under management, retirement strategies and in recent years specialising in the aged care financial sector.

Synthia is an Authorised Representative of PrimeCare Financial Planning Pty Ltd and is aged care accredited and has a passion for guiding and delivering the most suitable outcomes for her clients.

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