Jessica Alvers
Senior Financial Adviser
Jes has over a decade of experience in the Financial Planning industry. She approaches financial matters with the same care and dedication that she would apply to her own family, ensuring that your legacy is preserved, and your loved ones are protected. Jes provides advice in a broad range of areas from accumulators to retirees, including specialisation in aged care planning.
Outside of work, Jes enjoys family time with her husband and son, Henry.
Experience
- Graduate Diploma of Financial Planning – Kaplan 2023
- Financial Adviser at KDM Financial & Estate Planning, 2021 – 2022 Financial Adviser / Office Manager at GTM Financial Solutions, 2014 – 2021
- Financial Planning Officer at Absolute Financial Planning Solutions Pty Ltd, 2012 – 2014
- Administration Officer at Absolute Business Solutions Pty Ltd, 2011 – 2012
Qualifications
- Graduate Diploma of Financial Planning
- Accredited Aged Care Professional at Aged Care Steps
- Community Justice Services (Commissioner for Declarations) at TAFE Queensland
- Graduate Diploma of Financial Planning and Services at Kaplan Professional
- Diploma of Financial Services (Financial Planning) at Kaplan Professional
- Tax for Financial Planning at Kaplan Professional
