BiographyAs a key relationship manager at Findex, Jess provides a holistic financial solutions service offering to all her clients. Her role includes managing a client base, providing sound business advice, exceeding clients’ needs and expectations, attending to queries and overseeing the timely process of completing their compliance work.
Jess’ primary areas of expertise and interest are building and construction, property development and agriculture. She comes from an accounting and tax compliance background and has more recently specialised in general business advisory including structure and risk, within these industries.
As an active member of the Findex Community Fund, Jess plays a key part in promotion of the fund in southern Tasmania. Having been in existence since 2018, the vision is to create equal access to opportunity for people isolated by location or circumstance, through programs which are regionally relevant, nationally impactful and globally scalable.
Prior to joining Findex in 2014, Jess was a Senior Accountant in public practice. Throughout her 11-year career Jess has served on numerous community-based Committees and has served many years in Treasurer Roles within these groups.
Bachelor of Business - University of Tasmania
Chartered Accountant – CA Australia & NZ
Registered Tax Agent – Tax Practitioner’s Board