BIO

Speed and accuracy are something Jes Wilkinson understands better than most. The Masters degree qualified financial planner understands clients need the correct advice in a timely manner.

Jessica (Jes) started her career in the financial services industry  in 2006 and has been providing advice since 2012. 

Jes focuses on taking a holistic approach to financial advice and partnering with her clients to ensure they make informed financial decisions.

“I’m a very empathetic and emotional person, so having a close personal relationship with clients is very rewarding.”

Jes is a compassionate person who develops strong working relationships with her clients. She is also passionate about ensuring that her clients and their families are protected.

Based in the Bundaberg office, Jes regularly travels to the Fraser Coast, Sunshine Coast and Gladstone to meet with clients. 

Formal memberships:

• Specialist, SMSF Professional Association of Australia Ltd
• Practitioner, Financial Advice Association Australia (FAAA).