Jesse entered the financial services industry with one goal in mind: to provide an all-encompassing service that brings more value to his clients.
After spending some of his career in wealth management as a previous adviser plus stockbroking, dealing with equity derivative products, Jesse decided the time was right to move into financial advice, to practice his fiduciary duty and work with his clients to achieve their own version of financial independence.
“I am really passionate about making the client experience enjoyable and stress-free. What brings me the most joy is to know that I have been able to help someone else on their journey to achieve both their financial and life goals.”
Whilst studying an integrated Master of Financial Planning with the CFP Certification Program, Jesse brings a wealth of financial knowledge and professionalism to his role. He currently holds a Bachelor of Business and Commerce, majoring in Finance and Marketing as well as a Diploma of Financial Planning.
Born and bred in the Central Coast, he is passionate about contributing to educating and assisting his clients in the region to better understand their finances and help them achieve their goals.
Outside of work, Jesse like to keep active and has competed in CrossFit competitions over the years. He and his wife have two Kelpies which helps them stay busy outside of their 9-5 commitments.
- Retirement Planning
- Wealth Creation