Having joined the Banking and Finance Industry in 2013, I believe my vast experience enables me to bring an array of expertise to my clients. Guiding with professionalism and compassion, I enjoy assisting clients in understanding and defining their financial goals and creating a tailored plan to provide independence and certainly for their future and retirement.
I believe financial advice consists of two parts:
1. Financial Position Maximisation
Providing professional advice in maximising your current financial position through diversified investment construction, tax effective asset structuring, and strategic planning of personal resources.
2. Long Term Financial Planning & Strategy
Providing a strategic long-term plan to best meet your personal goals as efficiently and securely over time. To maximise the success of long-term planning, we provide ongoing strategic planning, investment advice, performance and goal benchmarking.
Currently, I am adding to my education with completing my Masters in Financial Planning and outside of work and study, I enjoy spending time with family and friends and playing social sport.
I am immensely grateful for Jackie's exceptional financial planning services. Her expertise in retirement, aged care, and tax planning delivered a comprehensive and reassuring plan for my financial future. Jackie navigated some complex financial challenges that I was challenged by with ease, turning them into manageable tasks. Her kindness, professionalism, and unflagging support were invaluable. She provided not only peace of mind but a roadmap for maintaining my capital investment amidst aged care costs. I highly recommend Jackie to anyone seeking a very knowledgeable and empathetic financial planner. Thank you, Jackie, for your unwavering guidance.
Jackie has provided excellent advice and has helped me prepare for retirement. She really took the time to listen to my concerns, answer all my questions and help me make the best decisions for my future. I cannot recommend Jackie highly enough, such a pleasure to deal with. I know I am in the hands of someone who actually truly cares about making sure my best interests are being taken care of. I am now excited and feel in control of my financial future, thanks to Jackie.
Jackie has been able to provide my Mother with excellent advice and create a strategy that will sort out a number of problems for her ongoing management of her cash and assets, aged care and also structuring funds to align to her future wishes. Grateful to have had Jackie to assist in this complex solution and I look forward to working with Jackie going forward.
Dealing with Jackie is always first class, she is knowledgeable, always looking for the best outcomes and always approachable. Appreciate the advice and know I am on the right path with the strategies Jackie has helped me implement.
Jackie has a very high standard of financial knowledge and would research and return to us promptly with solutions for our portfolio. Her communication style is both professional, clear and concise whilst maintaining a friendly and supportive client relationship. She assisted us with financial advice over a 4 year period and we felt secure in the knowledge that Jackie treated our financial interests as a priority.
We would highly recommend Jackie to any client seeking financial advice.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2018
- Years of experience 5
- Bachelor of Business
Scarlett FinancialLevel 3, 527 Gregory Terrace
Fortitude Valley, QLD 4006
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Sira Group Pty Ltd