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Jenny Abood

Jenny Abood

BEc (Hons)
Authorised representative number: 001268880

Senior Investment Adviser

I treat clients the way I would wish to be treated - with honesty, integrity, patience, understanding and transparency.
Jenny commenced her finance career in 1995 with the Commonwealth Bank, as an institutional fixed income specialist before moving to ABN AMRO in 2000. In 2010 Jenny joined UBS Wealth Management to focus on the complex needs of her high-net-worth, religious and not for profit clients which subsequently followed her as a Founding Partner to Crestone Wealth Management.

Investment Style

I have created a history of successful, dynamic, tailored and highly diversified portfolios by applying my extensive market experience and credit research skills along with my specialist knowledge of macroeconomics and econometric modelling. I provide sound investment ideas and attentive service in the long-term interests of my clients.

Services and Specialties

Wealth Management
Fixed Interest and Cash Management
Investment Advice
Philanthropic Services

Qualifications and Professional Affiliations

Bachelor of Economics (Honours)
Graduate Diploma of Applied Finance and Investment


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Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary and percentage of fees.