CFP®, MAppFin, Bcom
Director and Principal Financial Advisor
Jessica is passionate about taking the time to discover and understand each client’s distinctive goals, motivations and concerns. Her advice encompasses her clients’ total financial interests, not simply their investments. By providing strategic and intelligent financial solutions to her clients, Jessica helps her clients achieve what matters most and allows them to focus on what’s really important.
With almost 20 years of experience working in financial services Jessica has built up a comprehensive knowledge of wealth management from an investment, structuring, asset protection, and estate planning perspective.
Prior to joining Allied Wealth, Jessica spent 10 years as a Senior Adviser providing strategic and investment advice to a range of individuals, families, businesses owners and not-for-profit organisations in one of the country’s largest wealth management businesses.
Jessica is a Certified Financial Planner and holds a Bachelor of Economics and a Master of Applied Finance. She is a member of the Financial Planning Association, the Profession of Independent Financial Advisers, and the Certified Independent Financial Advisers Association.
Jessica lives in Sydney’s Lower North Shore with her husband and two daughters. On weekends she enjoys catching up with friends and family, entertaining her children and walking an energetic red heeler.