Jessica Santiago
Financial Adviser
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About
Jessica Santiago is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping individuals and families achieve their financial goals. With a strong educational foundation including a Bachelor of Business (Economics & Finance) from RMIT, a Diploma of Financial Planning (RMIT), and a Master of Financial Planning from Griffith University, Jessica combines academic rigour with practical experience to provide tailored financial advice. Her commitment to ongoing learning is demonstrated through completion of Income Tax Law and Principles of Business and Corporate Law through Griffith University. As a member of the Financial Advice Association of Australia (FAAA), Jessica adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jessica offers expertise in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Her approach is client-centric, focusing on understanding your unique circumstances and developing strategies to help you achieve financial security and peace of mind. Whether you are planning for retirement, seeking to grow your wealth, or protecting your family's future, Jessica is here to guide you every step of the way. Ready to take control of your financial future? Contact Jessica today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Jessica Santiago offer?
Jessica Santiago provides advice on superannuation, insurance, wealth management, retirement planning, and investments. She can help you with everything from setting up a retirement plan to managing your investment portfolio.
What are Jessica Santiago's qualifications?
Jessica holds a Bachelor of Business (Economics & Finance), a Diploma of Financial Planning, and a Master of Financial Planning. She has also completed courses in Income Tax Law and Principles of Business and Corporate Law.
How does Jessica Santiago work with clients?
Jessica's approach is client-centric, beginning with a thorough understanding of your financial situation and goals. She then develops a tailored financial plan designed to help you achieve your objectives, providing ongoing support and guidance along the way.
What can I expect from my first meeting with Jessica Santiago?
During your initial consultation, Jessica will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Jessica and determine if she is the right financial adviser for you.
Why should I choose Jessica Santiago as my financial adviser?
Jessica is a highly qualified and experienced financial adviser with a proven track record of helping clients achieve their financial goals. She is committed to providing personalised advice and building long-term relationships with her clients.
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