Our People

Jenny Forbes
Snapshot
  • First Samuel Associate since 2004
  • Over 13 years' experience in the financial services industry
  • Qualified under the requirements of the Financial Services Reform Act and authorised by First Samuel to give financial advice

Jenny Forbes

Client Strategist
BBus, GDipFP, CFP

Jenny has been with First Samuel for 13 years. She previously held the roles of Business Manager and Client Service Coordinator.

Prior to joining First Samuel, Jenny’s experience included working in the Recruitment industry as an Executive Assistant and in Hospitality as Reservations Manager.

Jenny 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 has two young children and enjoys walking, reading and family holidays.