(Jessica Weaver) Basinillo-Weaver

Perpetual

Gold
8 Yrs Experience
Melbourne, VIC 3000

Jessica has over 13 years’ experience working with medical professionals and high net worth clients, specialising in providing strategic and lifestyle advice in cash-flow management, superannuation, retirement planning, Investment and Aged Care.

She has enjoyed the experience of helping clients at all different stages of their career, from newly qualified medical professionals, to retiring business owners.Jessica is passionate about passing on her knowledge and educating her clients in financial matters. She continually devotes her time to professional development, holding a Graduate Diploma of Financial Planning and is a Certified Financial Planner (CFP®) and Aged Care Specialist. She is also a member of the Financial Planning Association of Australia.

In her spare time, she works with the Cancer Council’s Pro Bono Program, helping people affected by cancer who need financial advice, as well as enjoying early morning walks in the great outdoors, followed by a generous piece of sourdough, lathered with butter and vegemite.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Perpetual

Rialto South Tower, Level 28 and 29, 525 Collins St
Melbourne, VIC 3000

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Perpetual

AFSL 236643