Jessica has over 13 years’ experience working with medical professionals and high net worth clients, specialising in providing strategic and lifestyle advice in cash-flow management, superannuation, retirement planning, Investment and Aged Care.
She has enjoyed the experience of helping clients at all different stages of their career, from newly qualified medical professionals, to retiring business owners.Jessica is passionate about passing on her knowledge and educating her clients in financial matters. She continually devotes her time to professional development, holding 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.
In her spare time, she works with the Cancer Council’s Pro Bono Program, helping people affected by cancer who need financial advice, as well as enjoying early morning walks in the great outdoors, followed by a generous piece of sourdough, lathered with butter and vegemite.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 7
- First year providing advice 2017
- Years of experience 8
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Perpetual
Rialto South Tower, Level 28 and 29, 525 Collins StMelbourne, VIC 3000

Meeting methods
- In person
- Phone
- Video call
Licensed by
Perpetual
AFSL 236643
