Our Story

Our guiding principles are trust, integrity and diligence

Our Story

Bloom Advisory Group was established in early 2008 to provide holistic, individual and personalised financial advice to our highly valued clients. In 2013 we applied for, and were granted, our own Australian Financial Services Licence. We did so to maintain the integrity of our advice.

JENNIFER PORTER CFP®

I trained as a financial planner in 1997 and have been in the finance sector ever since. Roles have been various and have included financial planning as well as senior roles in prominent funds management businesses and dealer groups.

I am not only a Certified Financial Planner, but a wife to Barry and mother to April Rose. We are a small family that loves to travel and do so whenever we can. In between adventures we spend our weekends with our extended family and friends. A perfect day includes a farmer’s market and a great meal shared with the people that we care about.

From a work perspective, seeing and speaking to clients is the highlight of my day. Not all times spent with clients is easy. Markets don’t always go up; financial goals are not always met on time and things sometimes just don’t go to plan. The best thing I can do to help is to reset goals and objectives and encourage clients to keep moving forward.

The greatest compliment is when our clients refer, we have never advertised or marketed, all of our clients have come from our existing network.

BARRY PORTER

I commenced my career in financial services in 1990 progressively working my way into a number of roles in the industry; they include senior distribution roles fund managers Perpetual Limited and Credit Suisse Asset Management and also with dealer group Genesys Wealth Advisers. This time has provided me with extensive experience in investment research, dealer group operations, investment platforms and distribution.

In addition to my financial services experience I currently hold Individual and Corporate Real Estate Licences in NSW, VIC and QLD. This allows me to help individuals and families source quality investment properties or even a family home. I act for the purchaser as opposed to the vendor.

On a personal note I too love our time as a family travelling; researching what each destination has to offer is, for me, as much fun as the trip itself! I also very much enjoy spending time with all of our family and friends, photography and good food and wine.

Our Client Value Proposition

We will help you prioritise your goals and review your progress towards achieving them.
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments.
We work with you to anticipate your life transitions and to be financially prepared for them.
We thoroughly understanding your situation, then provide the necessary resources to facilitate your decisions, and explain the options and risks associated with each choice.
We help you achieve the best life possible by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission).
We will help bring order to your financial life.
Our Story

Bloom Advisory Group was established in early 2008 to provide holistic, individual and personalised financial advice to our highly valued clients. In 2013 we applied for, and were granted, our own Australian Financial Services Licence. We did so to maintain the integrity of our advice.

JENNIFER PORTER CFP®

I trained as a financial planner in 1997 and have been in the finance sector ever since. Roles have been various and have included financial planning as well as senior roles in prominent funds management businesses and dealer groups.

I am not only a Certified Financial Planner, but a wife to Barry and mother to April Rose. We are a small family that loves to travel and do so whenever we can. In between adventures we spend our weekends with our extended family and friends. A perfect day includes a farmer’s market and a great meal shared with the people that we care about.

From a work perspective, seeing and speaking to clients is the highlight of my day. Not all times spent with clients is easy. Markets don’t always go up; financial goals are not always met on time and things sometimes just don’t go to plan. The best thing I can do to help is to reset goals and objectives and encourage clients to keep moving forward.

The greatest compliment is when our clients refer, we have never advertised or marketed, all of our clients have come from our existing network.

BARRY PORTER

I commenced my career in financial services in 1990 progressively working my way into a number of roles in the industry; they include senior distribution roles fund managers Perpetual Limited and Credit Suisse Asset Management and also with dealer group Genesys Wealth Advisers. This time has provided me with extensive experience in investment research, dealer group operations, investment platforms and distribution.

In addition to my financial services experience I currently hold Individual and Corporate Real Estate Licences in NSW, VIC and QLD. This allows me to help individuals and families source quality investment properties or even a family home. I act for the purchaser as opposed to the vendor.

On a personal note I too love our time as a family travelling; researching what each destination has to offer is, for me, as much fun as the trip itself! I also very much enjoy spending time with all of our family and friends, photography and good food and wine.

Our Values

We will help you prioritise your goals and review your progress towards achieving them.

We bring insight from the outside to help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments.

We work with you to anticipate your life transitions and to be financially prepared for them.

We thoroughly understanding your situation, then provide the necessary resources to facilitate your decisions, and explain the options and risks associated with each choice.

We help you achieve the best life possible by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission).

We will help bring order to your financial life.