Jessie O'Keeffe

Having been in the Financial Services industry since 2000, I became a registered authorised representative in March 2023 after completing my professional year.

I have been employed in the Financial Advice industry in a number of support roles for over a decade, have experience with lending during my time as a Mortgage Broker and a wealth of knowledge on self-employment.

I am passionate about helping clients enhance and protect their financial outcomes so they can achieve their lifestyle goals.

We take care of the strategic planning and ongoing management so you can focus on living your fulfilling life!