I was born and raised on a small farm in the countryside of Taranaki, New Zealand with my parents and three siblings. My dad owned a building business and my Mum did the bookwork. My parents were hard workers and always had many projects on the go at the same time. I think this helped shape me today to give anything a go and think outside the box.
After school I moved to Dunedin to study a Bachelor of Commerce majoring in Finance and Economics at Otago University. Once I finished my degree in 2012, I decided to spread my wings and moved to Perth on my own. I worked for a few months at an agricultural machinery company before landing a job at a financial planning firm as a receptionist.
From here I have worked in administration, client services, paraplanning and I now manage the paraplanning team to come up with the best financial strategy for individual clients and maintain our high compliance standards at Blueprint Wealth. I have always been a natural with numbers and this is where my strengths lie. Now I get to couple this with motivating a team of individuals to work together which I really enjoy.
After five years in Perth I moved back to New Zealand to be closer to friends and family and continue to work remotely for Blueprint Wealth who I have now been with for over 7 years. I live with my partner and have two small dogs. In my spare time I love finding new places to take my dogs for a walk, painting and playing squash.
Jana Wilson joined the Blueprint Wealth team in 2015. Originally from New Zealand, Jana settled in Perth in 2013. Jana brings nine years of paraplanning and client services experience to the team. As Paraplanning Manager Jana oversees the advice preparation process, ensuring compliance and technical competence.
Jana holds a Bachelor of Commerce (Majoring in Finance and Economics) from the University of Otago in New Zealand, an Advanced Diploma of Financial Planning and is Self-Managed Superannuation Fund accredited.
