Jess Curtis

Potential Private Wealth Pty Ltd

9 Yrs Experience
Bundaberg Central, QLD 4670

I bring with me a wealth of experience in the financial services sector through industry experience commencing in 2012 along with post-graduate studies, having achieved a Master of Financial Planning in 2018.

I pride myself on delivering high quality, holistic advice and building trusting relationships with my clients.

I have a certain ability to explain the most complex strategies and concepts in a manner that is easy to understand – something that can be quite challenging considering there really is nothing simple about money management.

I believe what sets me apart is that I am an out-of-the box thinker who will call on any and all resources available to me to optimise my clients financial position.

I truly love what I do and am passionate about the peace of mind that good quality tailored advice can provide to my clients.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Borrowing
  • Tax Strategies
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Potential Private Wealth Pty Ltd

143 Bourbong St
Bundaberg Central, QLD 4670

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221