About Jess

Jess is a Private Wealth Adviser based in the Perth office of Shadforth Financial Group. She is passionate about building and nurturing long-term relationships with clients across Perth and the South-West. Jess is committed to helping individuals achieve their unique financial goals with greater certainty and reduced risk

Education and experience

Jess holds a Bachelor of Business (Management) from Edith Cowan University and a Graduate Diploma in Financial Planning. She is a member of the Financial Advice Association Australia (FAAA) and is accredited to provide Aged Care advice.

Since joining Shadforth Financial Group in 2013, Jess initially pursued a management path. However, soon discovered that her strengths lay in financial knowledge and client engagement. This led her to focus on advising clients directly, where she now uses her expertise to develop tailored financial strategies that support clients in achieving their life goals. 

She specialises in cash flow management, superannuation and retirement planning, investments, portfolio construction, and personal risk insurance. Jess understands that financial matters can often be a source of stress and helps families and professionals to understand their cashflow and structure their financial affairs effectively to grow and protect their wealth.

Outside of work

Outside the office, Jess is a devoted mum who spends most of her time with her young family, including being a soccer mum. She has a love for travel and enjoys broadening her children’s horizons by exploring the world together. Jess also spends a great deal of time in Busselton with extended family and is happiest outdoors, whether at the beach or hiking through the countryside.