We’re a national financial planning firm who pride ourselves on delivering exceptional financial advice and personalised service. We look after almost 3,000 families and $1 billion in client funds. With years of combined experience, our people are our greatest asset. Your finances are in good hands.
Jess assists David Maddock and Sean Moran with the management and administration of their client portfolios. Before joining Apt, Jess worked in client services roles where she gained a great deal of experience. Her qualifications include Certificates 3 & 4 in Financial Services and Accounting.
Location: geelong
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