Jessica White

Client Relations

Jessica has considerable expertise in Client Services and Administration roles. Her role as Relationship Manager means that she is the first point of contact for our clients. Jessica will work with clients to ensure the communications they receive is clear, and any advice is processed accurately and in a timely manner.

Jessica also ensures our clients needs and objectives are attended to by liaising directly with Centrelink, Fund Managers, Insurance companies and other organisations.
03 5623 3778

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"seen as a very important part of our organisations future. The level of service is well above what would be considered the norm"

Dale Sumner - General Manager of Lakes Entrance Fishermens Co-op & Leftrade Limited

"From the front desk to the director is outstanding, I have replies to my emails within the same day to answer any question. My Wife and I have been able to take our business to the next level"

Ben and Julie Whiteley

"They provide us with well-researched financial and business advice, take care of all our tax responsibilities and financial needs, and even check in from time to time to see how we’re going"

Jessie Ballantyne- Director of The Grants Hub

"Business has grown immensely which is a testament to his effectiveness, guidance and good common sense approach"

Robert Radford- R. Radford & Sons Pty Ltd

"They have taken the time to get to know us as a business, and go above and beyond in helping us grow."

Jessie Ballantyne - The Grants Hub