Jess is a dedicated financial adviser who brings warmth, clarity, and practical insight to every client relationship. She began her career in 2010 in her father’s family financial planning business, where she developed a strong appreciation for trust, long‑term relationships, and the real impact of quality advice. Jessica broadened her expertise in banking from 2015, gaining valuable experience in lending and cashflow management, before returning to financial planning in 2022, where her passion for helping Australians make confident financial decisions continues to thrive.
Jess works with clients at every stage of their financial journey, whether you’re building wealth, starting a business, adjusting to family changes, preparing for retirement, or navigating unexpected events such as inheritance or separation. She takes the time to understand what matters to you and provides clear, practical strategies that reflect your goals and values.
Jess is authorised to provide both personal and general financial advice on:
Her approach is simple: financial advice should be empowering, transparent, and easy to understand.
Jess is an authorised representative and credit representative of Akumin Financial Planning Pty Limited. She holds both a Diploma of Financial Planning and a Graduate Diploma of Financial Planning and is currently undertaking study to become a CERTIFIED FINANCIAL PLANNER® professional, the highest qualification in the financial planning industry.
Jess’ blend of technical knowledge, banking experience, and genuine care makes her a trusted adviser for individuals, families, and business owners navigating change. She provides steady, strategic guidance to help clients build secure, values‑aligned financial futures.
Make an appointment with Jess on her calendar below – simply select an appointment type that suits your needs then select a day and time that best works with your schedule. Alternatively phone the office on (08) 8357 3999 to make a time
Your privacy is important to us. You may request access to your personal information at any time by calling us on 8357 3999. Information collected will be subject to Akumin’s Privacy Policy available at http://www.akumin.com.au/privacy-policy. You can also contact us if you do not wish to receive information from us anymore.Code item sample content