Jesse is a Technical Analyst at First Wealth.
Jesse joined First Wealth in January 2025 and is currently a Technical Analyst with a passion for the world of financial planning and wealth management, as well as the financial services industry more broadly. Originally from Australia, Jesse brings nearly a decade of industry experience, having worked with clients from diverse backgrounds across both Australia and the UK. His expertise lies in upholding the highest standards of service, consistently delivering exceptional client outcomes.
In his current role, Jesse works closely with the financial planners at First Wealth, assisting in the preparation of advice, cashflow modelling, research and overall client service. He is a firm advocate of a client-centric approach, believing that clients should be at the heart of every decision. Jesse holds the CII Level 4 Diploma in Financial Planning which assists him well in his role.
Outside of work, Jesse enjoys travelling, spending time with friends, volunteering, watching films, hiking and playing tennis.
Client Service
Putting the client at the centre of everything he does, Jesse always ensures that our clients are well looked after from a service perspective.
Investment Analysis
Jesse enjoys investing and the ups and downs that come with it from a long-term perspective. He follows the markets daily and loves seeing returns compound over a long-term horizon!
Tax Efficiency
Jesse enjoys analysing a client’s situation and making it the most tax efficient it can be by utilising different financial products and investments.
What is the best thing you ever spent money on?
Travelling the world, for sure!
What did you want to be growing up?
An Australian football commentator! Very different to my career now.
How would your friends describe you?
Loyal and trustworthy… And always on time!
Are you a saver or a spender?
A bit of both – balance is important.
What is your favourite book?
My favourite book would have to be To Kill A Mockingbird – it’s a classic!
