Jenny Bai
Certified Financial Planner at Longevity Retirement Planning
📍 Castle Hill, New South Wales, Australia
Jenny Bai is a Certified Financial Planner at Longevity Retirement Planning with over 20 years of experience specializing in retirement planning and wealth management. Her expertise is built on a Bachelors degree in Mathematics and Finance from the University of Technology Sydney and extensive experience with public sector super funds.
Outside of work, Jenny leads a busy family life with two children. Her personal interests are diverse and include reading, singing, and swimming, reflecting a balance of creative and active pursuits.
Unique fact: Jenny is bilingual, speaking both English and Mandarin.
Read the full overview →Experience
19 Years
Current Role
Certified Financial Planner
Location
Castle Hill, New South Wales, Australia
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Jenny cares about
Retirement Planning
Her entire career, including over 12 years at StatePlus, has specialized in retirement planning, wealth management, and superannuation strategies.
Public Sector Super
She has deep expertise in defined benefit schemes for government employees, such as SASS, SSS, CSS, and PSS, from her time as a senior adviser.
Career
Work history
7-2019
Certified Financial Planner
Longevity Retirement Planning
5-2007 - 6-2019
Certified Financial Planner
StatePlus
10-2005 - 5-2007
Financial Planner
ANZ
In the press
Media appearances
Jenny Bai - Longevity – Retirement Planning. Featured in Longevity Retirement Planning (company website)
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Education
Bachelor's degree
University of Technology Sydney
Social presence
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