About us

Jennifer and Daryl Forge created JDFA to provide individuals and businesses with financial, tax and business advisory services.

Having recognised that many advisers provide either one service or the other, JDFA offers individuals and businesses the convenience of an integrated service.

Essential to JDFA's business philosophy is the provision of professional financial advice that is tailored to your personal lifestyle and business needs.

JDFA is not tied to specific product providers. This means you benefit from advice that is independent of these providers and appropriate for your circumstances.

Our professional experience

Daryl Forge - Financial planning

JDFA Wealth Advisers

Daryl Forge graduated from Monash University with a Degree in Economics (Accounting) and became a qualified Chartered Accountant (CA) during his 5 years with Touche Ross, now known as KPMG.

For the next 18 years, Daryl worked in the stockbroking industry with UBS and NAB. The last three years were spent as head of NAB's online stockbroker.

Jennifer Forge - Tax and Accounting Services

JDFA Wealth Advisers

Jennifer Forge graduated from Monash University with a Degree in Economics (Statistics). After working with IBM for 8 years, Jennifer returned to Monash University to complete a Graduate Degree in Accounting, while raising the family's two children.

Jennifer has been in public practice as a Certified Practicing Accountant (CPA), specialising in providing tax advice, since 2000.