Jennifer Mogg – Director / Head of Advice, Risk & Governance
“Invest Blue is a passionate and progressive company that is driven by its desire to help people live their dreams. As an employer, Invest Blue is supportive, flexible and has a fantastic culture – we consider ourselves one big family rather than colleagues, which makes going to work an enjoyable experience.”
Jennifer commenced her career in financial services in 2000. Jennifer completed a Graduate Program in Financial Planning for a bank, through which she held roles as a Paraplanner and Financial Planner prior to joining Invest Blue in 2008. Jennifer has held various roles in Invest Blue; now the Manager of Advice, Risk & Governance. Jennifer has a passion for operations, compliance and governance and enjoys assisting the business and its people to achieve their goals.
As Manager of Advice, Risk and Governance, Jennifer’s accountability is to deliver the company’s strategic objectives in the area of advice delivery for clients. Her personal goal is to ensure that Invest Blue is at the forefront of the financial planning industry providing valuable and comprehensive advice to clients. Jennifer is also a Director and Company Secretary.
Jennifer enjoys spending time with her husband and 2 children, as well as cooking and crocheting.
Areas of specialisation
- Corporate Governance
- Business Planning & Development
- Operational Excellence
- Compliance
- Advice Delivery
- Client Experience
- Systems & Process Design
Qualifications and Professional Accreditations
- Bachelor of Commerce (Financial Planning & Commercial Law)
- Affiliate of the Governance Institute of Australia
