Jess has over a decade of experience helping clients navigate their financial journey with clarity and confidence. She takes a personalised approach to advice, working closely with individuals and families to understand their goals, concerns, and values, ensuring every recommendation is tailored to what matters most to them.

Jess is known for her empathetic and supportive style. She’s passionate about reducing financial stress and helping clients feel in control of their future, whether it’s through optimising superannuation, building retirement plans, or supporting broader financial wellbeing.

Qualifications and Memberships

• Master of Financial Planning

• Bachelor of Commerce (Financial Planning)

• Certified Financial Planner (CFP®)