About Me

Jesse provides strategic financial advice to clients tailored to their individual needs and goals. Having provided financial advice since 1991, Jesse focuses on the development of investment strategies for retirement. He has held a number of senior roles with a variety of financial services organisations, including major banks and specialist SMSF providers. He managed his own successful financial advice business for 10 years, before merging with Intend Financial in 2023. Jesse has a Bachelor of Business from RMIT University, is a Certified Financial Planner (CFP) and a Self Managed Superannuation Specialist Adviser (SSA) through the SMSF Association.