Summary

As Tess continued to advance in her career, staying abreast of new investment opportunities emerged as a passion, propelling Tess further into the advice industry and her progression to Wealth Adviser. Tess now leverages her comprehensive experience and knowledge to construct financial strategies that are unique to her client’s individual needs and goals to an exacting standard. Tess has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and holds the following qualifications: Bachelor of Commerce (Accounting and Accounting Information Systems) Master of Financial Planning Tess naturally excels at building lasting relationships with her clients. Her personalised approach to Wealth Management is centred around understanding each client’s unique circumstances and aspirations, ensuring their financial plans are both practical and forward-thinking.