Role: Financial Advisor

Industry Experience: 6+ Years

Specialties: Wealth Management, Superannuation & Retirement Planning

About Jesse: Jesse is a seasoned financial adviser with broad experience helping individuals and their families achieve their financial goals. Jesse’s goal, as a financial adviser, is to help clients live their ideal life in retirement without any limitations or worries around money. He brings a Bachelor of Commerce with majors in Finance and Marketing with advanced courses and certifications in the financial planning industry and is currently studying a Master of Financial Planning through Kaplan Professional.

In his free time, Jesse enjoys staying active with his 2 Kelpies and having down time with his wife outside of their professional endeavours. He is also an avid reader, always seeking to expand his knowledge in other areas of interest which will be combined with a cup of coffee.

Ultimate Retirement Plan: In crafting Jesse’s ultimate retirement plan, he prioritises a few key elements, mixed with his financial planning and wealth management skills to ensure peace of mind is obtained and retirement is fulfilled with financial stability and cherished moments with loved ones. The ideal retirement destination is none other than the Central Coast being close to the beach, family and friends with a few trips to Sydney on the weekends to attend his beloved Roosters home games.  

Qualifications:

• Bachelor of Commerce (Finance & Marketing) – University of Newcastle

• Diploma of Financial Planning – Monarch Institute

• Graduate Diploma of Financial Planning – Kaplan Professional

• Accredited Derivatives Adviser (ADA 1 & ADA 2) – Kaplan Professional

• Accredited Listed Product Adviser – Kaplan Professional

• Accredited Margin Lending & Geared Investments Adviser - Monarch

• Justice of the Peace