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Jessica Surlan

Associate Director

MCom, BCom, DipFP

Based in Sydney, but supporting both Brisbane and Sydney clients, Jessica Surlan is an associate director who understands that forming a personal connection with her clients is crucial to fully understanding their financial objectives and life stage.

In addition to fostering close client relationships, Jessica believes it is important to enhance her clients’  understanding of financial markets, to determine the optimal individual strategy for them.

Jessica holds a Master of Commerce and a Bachelor of Commerce with majors in Finance and International Business from the University of Sydney. She has completed a Diploma in Financial Planning from Kaplan Professional Australia and attained accreditation by the Stockbrokers Association of Australia to provide advice on securities and managed investments. She completed her FASEA Financial Adviser Exam in August 2020.

 

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