Jessica Wright

Qinvest Ltd

Gold
17 Yrs Experience
Brisbane, QLD 4000

Recent reviews

Qinvest Ltd

Central Plaza 2, Level 8, 66 Eagle Street
Brisbane, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Qinvest Ltd

AFSL 238274

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Jessica Wright has given my husband and myself clear and concise advice concerning managing my transition to retirement. She guided us with our superannuation needs and projections while implementing the best avenue for our tax purposes. We felt extremely confident when speaking with Jessica as she displayed an excellent understanding of her profession and our needs. She was always ready to answer our questions and to receive or return any telephone calls. We would often speak to friends and family as to the support we received. Jessica also encouraged us to participate in any on-line discussions regarding superannuation. Working with Jessica over the years we developed a good rapport and through this relationship we learned trust and strategies to implement for our future. We will miss working with her and her team. We are very grateful to have had her as our consultant and wish her all the best in her new endeavours. She is a credit to QInvest both as a skilled consultant and as a great people person."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jessica has greatly assisted me in transitioning to early retirement. Over a number of years, she has competently and ethically guided me in navigating the labyrinth of supperannuation and how to minimise tax and maximise income potential. The advice she provides is well considered and tailor made for me as she takes the time to really listen and understand what’s important to me. I’m very confident in Jessica’s level of knowledge and her ability to identify the most suitable actions and investments with which I’m comfortable to fund my retirement and meet my needs into the future. Jessica has also provided valuable advice to my husband on how to maximise his superannuation contributions in a tax-effective way."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies

Qualifications & Training

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2006

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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