Jovy assists financial advisers in analysing clients’ financial information to understand their financial needs and goals. This involves researching, formulating strategies, writing personalised financial plans and maintaining accurate records to comply with regulations.
Jovy is dedicated to making a meaningful impact in the lives of our clients, collaborating closely with financial advisers to provide valuable behind-the-scenes support. She thrives in environments where teamwork and mutual trust are valued.
With a Bachelor’s degree in Business Administration majoring in Management Accounting and a Master’s degree in Business Administration, Jovy brings a solid educational background to her work.
As a servant leader, Jovy is committed to fostering positive change and believes that serving humanity is the ultimate purpose in life.
Jovy enjoys immersing herself in books, podcasts, beach outings, cycling, mountaineering, and practising Yoga in her leisure time.
Jovy Anciano is not authorised to provide advice under the Cobalt Advisers Pty Ltd licence.