Jackie has known she wanted to be a financial adviser since university.
“I did an elective subject in financial planning and just knew that this was what I was going to do with my life,” she says.
Jackie has been with Accordius over 10 years and has some 15 years’ experience in financial planning.
She was previously a financial adviser at Gold Coast-based financial advisory firm, IPS Financial Services, where she provided advice to clients with complex financial affairs. Jackie was also responsible for co-ordinating and developing the firm’s paraplanning activities, which supported the financial advisers.
Jackie’s commitment to her clients is well known, and she is often praised for her tireless devotion to their financial wellbeing.
“I love getting to know clients, their families and their goals in life. It’s a real privilege,” Jackie says.
“We assist our clients in many ways, from first identifying their financial goals, which are not always clear from the beginning, to then providing strategies to help them to achieve those goals.”
“I find it extremely rewarding to look back over a client’s journey with us and see how far they have come.”
During her time at university, Jackie was bestowed membership to the international Golden Key International Honour Society, which recognises and encourages scholastic achievement and excellence across all disciplines.
In 2009, Jackie was also the National Winner of the Financial Planning Associations’ Paraplanner of the Year award.
She is a keen traveller and loves socializing with friends, and spending down time with her partner and their cat.
Qualifications and memberships: