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Aynsley Jurson Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Aynsley empowers clients – often women and families – to feel comfortable managing their financial lives, especially during and after times of significant change. She sits beside her clients and helps educate them during all life stages, instilling in them financial peace of mind and allowing them to live a simple and elegant life. Aynsley cares for her clients as if they are family.

Together with her clients, she helps to organise, prioritise and identify what’s most important to them. Slowly, she lights the path towards possibilities and opportunities for the future. She has specialised training and experience in guiding clients through financial transitions such as being widowed, retiring, selling a business, getting an inheritance or winning a sports contract.

Aynsley recognises the importance and power of the personal side of money and the unique challenges of transitions. She has a rich and comprehensive understanding of how people subjectively experience change and she is able to co-create the best outcomes for her clients.

Her work experience includes working for JBWere and Macquarie Bank as a Private Client Adviser for over 13 years. She has also run her own business with the competing demands of small children and understands the complexity and hard work required.

Aynsley is married and has three young children. When she’s not in the office or being super mum / bat mum/ spider mum she loves to unwind in the family’s 5 acres in the beautiful Macedon Ranges, designing and building Paul Bangay inspired gardens.

Qualifications/Memberships

  • Bachelor of Business
  • Graduate Diploma of Applied Finance & Investment
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • ASX/ ADA Derivatives Accredited Level 2
  • Financial Planning Association
  • Tax Practictioners Board

Areas of expertise

Asset Protection and Business Structures

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Investment and Portfolio Construction

Strategic Financial Advice

Experience

  • 18 years industry experience
  • 16 years advisory experience

Contact details

Aynsley Jurson

0412 254 491

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PO Box 130 Macedon VIC 3440

0412 254 491

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