- CERTIFIED FINANCIAL PLANNER®
- Master of Commerce (Finance)
- Advanced Diploma of Financial Planning
- Justice of the Peace
Making financial decisions can be stressful, but it is also very empowering when you have someone who will listen to you and then help guide you through your available options. I'm passionate about working in partnership with clients in the decision making process, to ensure they have input and that their personal concerns are addressed.
Jia has worked in the finance industry for over 8 years. Joining StatePlus in 2008, she brings a high level of expertise to her financial planning role, as well as a strong commitment to excellence in client service.
Jia's financial planning philosophy is centred on ensuring her clients fully understand the financial planning process, as well as the strategies and advice being offered. Her commitment to simple explanations of sometimes complex financial issues helps to achieve a collaborative and ongoing partnership with her clients.