With a career spanning over 20 years in financial services, Jessica brings with her a wealth of expertise in advising Australia’s leading families, Family Offices, and both private and public charitable organisations.
Jessica believes trust, integrity and honesty are the foundation of every strong, long-term financial relationship. Coupled with a desire to empower her clients through informed decision-making with clarity and confidence Jessica assists her clients navigate the complex financial landscape by delivering personalised, client centric solutions that allow them to achieve their long-term financial aspirations. Her deep technical expertise in portfolio construction, tax and law allows her to build long-term, risk mitigated portfolios that assist her clients to realise their vision for the ongoing stewardship of their wealth across generations.
Prior to joining LGT Wealth Management, Jessica held several diverse roles across globally recognised financial institutions, including UBS Wealth Management, Citi Smith Barney, Merrill Lynch and most recently, the Commonwealth Private Office. In these roles, Jessica was not only responsible for setting the strategic vision and direction of the wealth planning practice and leading the practice, but also for the provision of strategic technical advice to a select group of high-net-worth individuals.
Jessica holds a Bachelor of Commerce from The University of Sydney, Bachelor of Laws with First Class Honours from the University of Technology, Sydney and a Master of Laws from The University of Sydney. Jessica is a Certified Financial Planner, Fellow of the Tax Institute and a Graduate of the Australian Institute of Company Directors. Jessica is also registered on the Financial Advisers Register and is a Registered Tax (Financial) Adviser.
