Jessica is a Director and Senior Investment Adviser in our Private Wealth Management team. Her experience in the financial services sector spans a decade, with the last seven years dedicated to providing expert financial advice, specialising in strategic investment guidance and portfolio construction for clients across their wealth creation journey. Jessica has a passion for empowering her clients with the knowledge and tools to make informed decisions about their wealth.

Jessica’s educational background includes a Bachelor of Commerce (Economics & International Business) and a Master of Commerce (Finance) from the University of Sydney. She is also a holder of a Diploma in Financial Planning from Kaplan Professional, accreditation by the Stockbrokers Association of Australia and has successfully completed the Financial Adviser Standards & Ethics Authority (FASEA) exam. Jessica’s areas of professional expertise include investment portfolio advice, superannuation and retirement strategies, asset allocation, sustainable investing and the management of sequencing risks.

Expertise
  • Advisers
  • Sustainable Investing
  • High-Net-Worth Investing
  • Personal Investment Advice