Jesse is an Authorised Representative of the Financial Planning Department within Advisory Partners, in addition to managing that department. With abundant experience in another large local accounting firm, he brings a wealth of knowledge and expertise to the table every time he meets with his clients.
Discussing wealth strategies is an element of work Jesse really enjoys. He loves being a small part of his clients’ successful financial transition from working to retirement.
Holding this position often requires Jesse to have delicate conversations with clients. Topics regularly include cash flow, superannuation, personal investment, tax outcomes and personal insurance — including Life Insurance, Income Protection, Total and Permanent Disability and Trauma.
He’s keen to ensure advice is easy to follow, and his natural caring manner enables him to relax his clients quickly so they come to realise the importance of setting goals and implementing strategies to assist in building and maintaining wealth for retirement. Feeling confident in the process then enables clients to make sound and informed decisions.
Jesse is accomplished at —
- Retirement Planning
- Wealth Creation Strategies
- Aged Care Advice
- Personal Insurances
Qualifications & Memberships
- BCom (Bachelor of Commerce — Deakin University)
- CFP® (Certified Financial Planner)
- FPA Member (Financial Planning Association of Australia)
- Cavendish Specialist SMSF Practitioner