![Jenny Forbes](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Ms. Jenny Forbes is a Client Strategist at First Samuel Ltd. She has been with First Samuel for 15 years.
She previously held the roles of Business Manager and Client Service Coordinator.
Prior to joining First Samuel, Ms. Forbes's experience included working in the Recruitment industry as an Executive Assistant and in Hospitality as Reservations Manager.
She is a Certified Financial Planner and holds a bachelor’s degree in Business from Victoria University and a Post Graduate Diploma in Financial Planning.
Jenny Forbes active positions
| Companies | Position | Start |
|---|---|---|
First Samuel Ltd.
 First Samuel Ltd. Investment ManagersFinance First Samuel fully integrates the four critical areas of wealth management: strategic wealth management planning and advice; tailored investment management; administration, reporting and auditing; and ethical approach. | Market Strategist | 2003-12-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
8
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
First Samuel Ltd.
First Samuel Ltd. Investment ManagersFinance First Samuel fully integrates the four critical areas of wealth management: strategic wealth management planning and advice; tailored investment management; administration, reporting and auditing; and ethical approach. | Finance |
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