With 10 years’ experience in the financial planning & insurance profession, Jesse advises across all aspects of wealth management, superannuation and SMSF, personal insurance and retirement planning. Jesse has dedicated his knowledge, experience and financial acumen to help clients set and achieve short and long term goals by providing a solid financial foundation through partnership and expertise.
Jesse specialises in delivering innovative, proactive and strategic financial advice for business owners, medical professionals, high net wealth individuals and retirees by building a strong relationship with clients to find effective financial solutions for now and in the future.
- Bachelor of Commerce (Majoring in Accounting & Financial Planning)
- Certificate in Mortgage Brokering
- Wealth & Portfolio Management
- Strategic Financial Planning / Investment Strategies
- Superannuation & SMSF
- Keen Golfer & Country Music Fanatic
- National Breast Cancer Foundation Supporter
- Cancer Council Australia Supporter
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Contact us to book an appointment or find out more today.