I believe in delivering comprehensive wellbeing and genuine peace of mind. I listen to and connect with clients, and provide quality, personalised and understandable advice and strategies.
I am locally born and bred, and I bring to Jim Pickersgill & Associates a variety of life experiences of which are integral to delivering the best outcomes for clients. I have obtained specific accreditation in multiple specialised areas, including Superannuation, Self-Managed Superannuation Funds, Share Portfolios, Aged Care, and borrowing to invest.
Being a Partner of Jim Pickersgill and Associates, I am proud of our long history of philanthropy. We are a strong supporter of local charities, sporting groups and other organisations, and our staff are very active in the local community.
Jim Pickersgill & Associates’ highly professional team of approximately 15 staff guides clients and their families to create and protect their wealth and desired lifestyle. With 30 years of accounting and financial planning experience, we not only services clients in Gippsland but right across Australia. Additionally, our comprehensive practice also specialises in NDIS Plan Management.
I am passionate about helping people and highly value connecting with financial planning clients. I pride myself in carefully guiding clients and their families to create and protect their wealth and desired lifestyle.
- Adviser status Silver
- Years of experience 4
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Gippsland Wealth Management49 Long St
Leongatha, VIC 3953
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Australian Unity Personal Financial Services Ltd