What you may not know about Jess:
Jessica began her career in financial planning in 2009 and started with Elders in 2012. Jessica holds an advanced diploma in financial planning and is currently studying to complete her Chartered Life Practitioner designation with the Association of Financial Advisers.
Jess has always been passionate about protecting her client’s financial security via the use of personal insurance. She has specialised in this area of financial planning for many years now and is proud of the relationships she has with her clients.
As a small business owner and mother, Jess understands how busy life can be. She will do her best to fit in with your schedule and often does appointments in her client’s home or workplace. Her aim is to remain available to her clients and she welcomes communication in whatever way her clients are comfortable with – face to face, phone calls, via text, emails or Facebook queries.
In between managing her clients needs Jess runs a busy household with her three young children keeping her on her toes whilst her husband runs a separate family-owned business. Jess is also involved in her local community including her children’s kinder and school as well as the locally respected Southern Business Women’s Network.
She looks forward to welcoming new clients and building strong long term relationships with them.