I have been in the financial services industry since 2015. With my past experience working as a client administration manager I have worked very closely with clients and advisers for the past three years. This has given me the valuable industry knowledge and experience to transition into advising in 2018.
I specialise in helping clients with accelerated debt reduction, risk protection and I'm a huge advocate of setting goals. Another area that my expertise can be invaluable is dealing with the financial aftermath of a separation. I can support you as you get back on your feet, establish new financial habits and create a fresh plan going forward. I am currently continuing my professional development and ongoing education towards a Masters in Financial Planning.
My first introduction to financial planning was from my own personal experience of seeking direction and advice. Experiencing this first hand and witnessing the benefits has fuelled my passion to assist others take control of their own finances and live their best lives. There is nothing better than seeing others achieve their goals and dreams. Outside of the office I work casually as a veterinary nurse and like to keep active. Traveling is a huge passion of mine and have many places to visit on my bucket list.
Jade has given me advice in areas including loan products, self managed super funds and managing debt. Jade was aleays able to explain things to me in a clear way. Through Jade's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Jade's full care and attention when I needed it.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2018
- Years of experience 5
- Diploma of Financial Planning (1-8)
Essential Financial Advice Pty Ltd52 Forrest Ave
South Bunbury, WA 6230
- 9:00am – 5:00pm Monday – Friday
Synchron Advice Pty Ltd