PROSPERUM - Key Persons

David Jennings has a wealth of experience gained over 20 years working in the financial planning, banking, superannuation, insurance and futures broking industries. More than 13 of those years have been as a Principal in Financial Planning Businesses. David's main focus is helping you achieve your financial and lifestyle goals throughout your life. He is passionate about intergenerational wealth management and helping mature clients and their family deal with the many and varied financial issues that arise, such as Centrelink, aged care and estate planning. A keen sportsman, he is a member of Peninsula Country Golf Club with a handicap of five and competes in Age Group Triathlons for the Mornington Peninsula Triathlon club. He has three daughters with his wife, Katrina, who he loves taking to swimming and spending plenty of time with outside of work. His other great love is the Essendon Football Club. David has an Advanced Diploma in Financial Planning from Deakin University and is an Affiliate Member of the Financial Planning Association and holds specialist qualifications in ASX Listed Products Accreditation Course (LPAC).

Josie has worked in the financial services industry for over 20 years majority of those years were with Deutsche Bank as a Personal Assistant to the Senior Financial Planner and Business Development Manager. Over the years she has built strong professional relationships with clients ensuring they are provided with a high level of client service. Josie has been married for over 22 years with two teenage boys both involved in Soccer one enjoying the experience of coaching young children and the other playing at a high level. Mum is very proud.

Job Titles:

• Certified Financial Planner

Scott Brouwer brings the discipline and competitive nature he developed as a professional boxer and the knowledge and expertise he has gained from more than 20 years working in the financial planning industry to Prosperum. He can help you achieve your long term goals using smart structures such as SMSF. Scott is mindful that his clients who are in the process of accumulating their wealth before retirement are looking to enjoy a fruitful future with minimal financial stress. In the past 20 years Scott has developed strategies for various investment cycles that have lead to his drive towards direct asset ownership for his clients. Scott empowers you to take control of your financial futures and specialises in SMSF and direct asset investing. Scott is a Certified Financial Planner and a Qualified Accountant. He has also been the Chair of the South East Melbourne Chapter of Financial Planning Association (FPA) since 1999 and is a fellow of the Institute of Public Accountants. When he isn't generating wealth for you he spends time with his wife and two children.