I am passionate about providing a highly skilled and technical approach to strategic advice for private and business clients on all aspects of wealth management. I endeavour to develop strong, ongoing relationships with clients to educate, encourage and assist them with the implementation of strategies developed to achieve, short, medium and long term goals.
My career in the financial services industry commenced as a Client Service Manager in 2007 where I gained valuable knowledge providing operational and administrative support to a financial planner, the role helped gain experience and a comprehensive understanding of the financial planning industry. Following on from my role as a Client Service Manager I decided to become a financial planner in 2011. I hold an Adv Dip FS (FP), Certificate 4 in Mortgage Broking and I am a JP.
My aim is to offer a consistent service to clients and ensure that clients’ needs, both immediate and long term, are met. I firmly believe to achieve your goals, as a client you need a lifetime relationship with a business that can deliver exceptional strategic advice coupled with a strong ongoing relationship.
I first met Jackie when she was working as a Senior Financial Planner at JP Advisory under the leadership of Vijay Palyath. In July 2007 I was advised by Mr. Palyath that his company was being acquired by Optimise Wealth Management. When I learnt that Jackie was moving to Optimise I had no hesitation to contact her to let her know that my intention was to follow her there. Since I received sterling service from her at JP Advisory I could not see any valid reason for changing financial planners. And ever since I have received great service from Jackie. Please understand that when I say 'I' in this context I actually mean 'We'. We being my wife, Nathalie and me.
Jackie is very competent at her job. She explains things very clearly. I'm very happy with the setup she has provided for me.
Jackie has given me advice in areas including pension and superannuation. Jackie was always able to explain things to me in a clear way. Through Jackie's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jackie's full care and attention when I needed it and she is always willing to give advice anytime I call.
We feel confident of our retirement now that Jackie has set up our retirement funds in a way that we understand how they are growing. Jackie is always helpful, informative and easy to understand. Thank you Jackie for all you have done for us.
Jackie was very professional and knowledgeable and quickly gained our trust and we were very confident with her advice with planning for our future and retirement We have dealt with other advisors over the years and we have found Jackie to be exceptional
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2012
- Years of experience 11
- Advanced Diploma of Financial Planning
Sterling Planners Pty LtdLevel 9, 75 Miller Street
North Sydney, NSW 2060
Fortnum Private Wealth Ltd