Jess is an experienced Senior Financial Advisor in Bundaberg with over a decade of experience. She specialises in retirement planning including superannuation, account based pensions , aged pension and investments.
She brings with her a wealth of knowledge and holds a Master Degree in Financial Planning, along with specialist education in self managed super funds, securities and margin lending.
Jess is personable and has the ability to explain complex concepts in a manner that’s easy to understand.
She makes it her personal mission to ensure her clients are well informed and have peace of mind with their assets and income in retirement.
If you’re looking for a Financial Planner in Bundaberg - give us a call today
About This Business
Business Features
Is Owned By Women
Offers Online Appointments
Onsite Services
Wheelchair Accessible Parking
Wheelchair Accessible Entrance
Restroom
Requires Appointments
Recommends Appointment
Services & Accessibility
Available
Is Owned By Women
Offers Online Appointments
Onsite Services
Wheelchair Accessible Parking
Wheelchair Accessible Entrance
Restroom
Requires Appointments
Recommends Appointment
Business Hours
| Monday | 8:30 AM – 3:30 PM |
| Tuesday (Today) | 8:30 AM – 3:30 PM |
| Wednesday | 8:30 AM – 3:30 PM |
| Thursday | 8:30 AM – 3:30 PM |
| Friday | 8:30 AM – 3:30 PM |
Customer Rating
Review Topics
Retirement 3
Future 3
Confidence 2
Income 2
