Jemma Girgis

Operations Manager

Jemma has been in the financial services industry since 2014, beginning her career in banking before transitioning into financial planning.

Working alongside our senior financial planner, Jemma helps with the preparation of your financial plan and putting your goals and objectives into action. Whether it’s creating a savings plan, investing for the future or planning for your retirement, she is committed to ensuring that you have a plan in place personalised for you.

Jemma has a Certificate III in Financial Services, a Bachelor of Social Science (with Distinction), and a Bachelor of Laws (Honours Class II Division I), achieved at the University of Newcastle.

Jemma also has completed a course for Taxation for Financial Planning (FPC006) and is currently completing her Graduate Diploma in Legal Practice.

What do you enjoy about financial planning?

I really enjoy researching further into the legislation and compliance that surrounds the financial industry.

What is the best piece of financial advice you have been given?

“Save your money where it will work for you.”

What are your hobbies or interests?

I enjoy spending time with my family and two dogs, as well as catching up with my friends. In my down time I enjoy cross stitch and crochet.

What are your goals for the future?

I would like to move further into the legal side of finance.