Be Informed is William Buck’s regular newsletter, filled with up to date news and relevant advice for individuals and businesses.
“Honesty and accountability are at the core of my client relationships.”
Jessica Marshall
Principal, Wealth Advisory
Jessica is an integral part of the Wealth Advisory leadership team, driving change and growth for her colleagues and clients.
As a key relationship manager for the Wealth Advisory team Jessica is
known for delivering a high level of client service, she believes honest and open conversations are the key foundation to becoming a trusted advisor.
Jessica’s clients rely on her to anticipate their needs and act as their
advocate, she works with internal and external stakeholders on their behalf to ensure they receive the highest level of service and the deliverables promised.
Success for Jessica is knowing her clients feel cared for and understood, her commitment to developing a long-term mutual trust is at the core of creating this outcome.
Connecting with people is a lifestyle for Jessica, her weekends are spent exploring Melbourne’s latest food destinations with friends and family.
The Facts:
Core Expertise
- Personal financial planning
- Wealth creation advice
- Strategic and investment advice
- Retirement strategies and planning
- Risk management
- Asset protection strategies
Qualifications & Associations
- Diploma of Financial Planning (RG146)
- Bachelor of Business
Industries & Specialisations
- Self-managed superannuation funds
- Retirement planning
- Personal insurance
- Estate planning



