Jess Last

Thoughtful support and careful coordination, so your advice journey feels clear and well organised.

Get in touch

Graduate Diploma of Financial Planning

MEET JESS

Care in every detail.

Hi, I’m Jess. As Head of Advice Operations & Partner, I work closely with our advisers to support your experience with Willow Wealth Partners, from researching strategies to coordinating implementation, administration and compliance.

I joined the financial planning industry in 2015 as a Client Service Officer. Since then, my roles in client service, practice management, advice management and paraplanning have given me a broad understanding of what clients need along the way.

EXPERIENCE & QUALIFICATIONS

Keeping your advice moving.

My focus is on bringing the details together and keeping the next steps clear. I value thoughtful, thorough service and work with the team to make the advice process easier to navigate.

Graduate Diploma of Financial Planning

Financial planning industry experience since 2015

Client service, practice management, advice management and paraplanning experience

START A CONVERSATION

Let’s talk about what matters to you.

Have a question about working with Willow? Get in touch and we’ll help you find the right next step.

Email Jess Connect on LinkedIn

Lobby 1, Level 2, 76 Skyring Terrace
Newstead QLD 4006

(07) 3110 2140
info@willowwealthpartners.com.au

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Willow Wealth Partners Pty Ltd (ABN 57 666 182 556) is a Corporate Authorised Representative of Cobalt Advisers Pty Ltd (ABN 64 628 654 099), Australian Financial Services Licence 512550.

Important Information
Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.