As a paraplanner at Alteris Financial Group, Jessica’s role involves completing research on products and strategies that would be advantageous for clients, and writing meaningful and concise statements of advice.

“I’ve always had an interest in numbers and helping people, joining the financial planning industry combined both of these interests”

Jessica joined Alteris to continue building her paraplanning expertise and improve her skills within Superannuation and Retirement. It’s the combination of Alteris’ beautiful new offices, being part of a team who share their experiences, and support for ongoing studies that she says makes her work at Alteris so enjoyable.