Jessie O'Keeffe

Name: Jessie O'Keeffe
Position/Title: Financial Planner
Business/Employer: Navigate Advisors
Business Area: Banking, Financial Services and Insurance
Website: navigateadvisors.com.au
Phone: 02 6927 0500

Having been in the Financial Services industry since 2000, I became a registered authorised representative in March 2023 after completing my professional year to become a Financial Adviser. I have been in the Financial Advice industry in a number of support roles for over a decade. Additional experience with lending during my time as a Mortgage Broker and a wealth of knowledge on self-employment.

I love meeting with new people, exploring their lifestyle goals and finding the strategies and solutions so they can achieve it.

I work with individuals as well as complex structures and entities.