Jesse Slater

With a Bachelor of Commerce, (majoring in Accounting and Finance) and a Graduate Diploma of Financial Planning, Jesse has worked in financial planning since 2019.

As Practice Manager Jesse oversees the practice operations to ensure smooth and efficient workflows across the team.

Specialising in superannuation strategies and investment portfolio planning, Jesse provides financial advice and implements strategic financial plans for clients across both public and private sectors.

Jesse’s interest include AFL/Soccer, running, investing, reading and exploring the outdoors with his beloved Border Collie.