- Financial Planner AFP® member of the Financial Planning Association of Australia
- Diploma of Financial Planning
Jessie has been working as a financial planner since 2014.
Jessie’s business philosophy is to provide quality financial advice with a high level of care and professionalism.
Jessie is well placed to guide you towards realising a secure and rewarding financial future.
Jessie is authorised to provide you with advice (both general and personal) and deal in the following financial products:
- Deposit products
- Superannuation & Retirement Savings Accounts
- Life insurance, including investment and risk insurance products
- Managed investments (excluding Investor Directed Portfolio Services)
- Government debentures, stocks or bonds