Griffith University

Jessie is passionate about superannuation education and investment strategies to help individuals achieve peace of mind. Jessie joined at UniSuper in 2018. She has worked as a financial adviser since 2014.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Master of Business (Finance)
Diploma of Financial Planning
Advanced Diploma of Financial Planning
Bachelor of Biomedical Science

Professional associations
Financial Planning Association of Australia (FPA)

Advice topics
Super investment strategies
Super contributions
Flexi Pensions
Insurance in your super
Regular savings plans

Jessica is passionate about understanding what’s important to her clients. She helps them to navigate the complexities of financial planning so they can make informed decisions about their financial future.

She has specialised in financial planning for 10 years, the last 7 of those as a financial adviser working across all aspects of the financial planning process.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Master of Music

James joined UniSuper in 2018. He has been working in the industry since 2010 and in an advice capacity since 2013. James is passionate about the financial planning process and enjoys building trusting relationships with his clients and helping them navigate the complex world of retirement.

Outside of work James is an avid sportsman and an Officer in the Australian Army Reserves.

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of International Relations (Business)
Diploma of Financial Planning
Advanced Diploma of Financial Planning