About Me

Jessica has over 13 years’ experience working with medical professionals and high net worth clients. She specialises in providing strategic and lifestyle advice in cash flow management, superannuation, retirement planning, investment and aged care.

She has enjoyed helping clients at all different stages of their career. This includes newly qualified medical professionals through to retiring business owners. Jessica is passionate about educating her clients in financial matters and passing on her knowledge.

She continually devotes her time to professional development. She holds a Graduate Diploma of Financial Planning and is a Certified Financial Planner (CFP®) and Aged Care Specialist. She is also a member of the Financial Planning Association of Australia.

Jessica has undertaken professional development on engaging with victim survivors of sexual violence. This includes child sexual abuse, sexual harm and sexual assault. For these clients she aims to provide her financial advice in a way that is sensitive to their needs and experiences.

In her spare time she works with the Cancer Council’s Pro Bono Program, helping people affected by cancer who need financial advice. She also enjoys early morning walks in the great outdoors followed by a generous piece of sourdough lathered with butter and Vegemite.