Jessy is on a mission to deliver genuine value to our clients.  Her approach involves simplifying complex financial matters, making them accessible and understandable. She provides unbiased, holistic advice, free from commissions and conflicts, to ensure your financial success.

Jessy’s journey into financial planning is a unique one — she was a client of Financial Spectrum before becoming an financial advisor herself. Having started investing at a young age and her enduring passion for financial markets laid the foundation for her journey. Experiencing financial planning as a client made her realise it’s more than just a profession; it’s a calling that harmonises with her love for finance and her aspiration to positively influence people’s lives. This revelation motivated her to pursue a career as a financial advisor, leading to her attaining a Graduate Diploma in Financial Planning, in addition to her Bachelor of Optometry.

With a natural curiosity about people, Jessy thrives on connecting with individuals from diverse backgrounds and walks of life. Building long-lasting relationships is her forte, and having been in your shoes as a Financial Spectrum client, she possesses an acute understanding of your needs and aspirations. Jessy is committed to delivering a standout service, driven by her unwavering passion to create positive change, much like Financial Spectrum has done for her own family.

Beyond the world of finance and continuous study, Jessy keeps fit by running around her Inner West neighborhood.  As a busy mum, she cherishes the moments when she can take a break for herself—whether it’s during her weekly piano lesson or immersing herself in the latest financial and business news.

Specialist skills

  • Strategic financial modelling
  • Budgeting and cash flow management
  • Tax minimisation strategies
  • Financial Independence Retire Early (FIRE) strategies
  • Superannuation and SMSF
  • Transition to retirement strategies
  • Share investment
  • Property investment
  • Mortgage and borrowing
  • Insurance analysis
  • Estate planning

Professional qualifications

  • Graduate Diploma of Financial Planning
  • Certificate in Ocular Therapeutics
  • Bachelor of Optometry (Hons)

Memberships and associations

  • Financial Advice Association Australia (FAAA)
  • FAAA Emerging Professionals Committee



Talk to us, guaranteed value

We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.

Book a complimentary financial strategy session.