Jasmine Spinelli

Wealth Financial

Bronze

Newly Registered

Smithton, TAS 7330

About Jasmine
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I started at Wealth Financial in 2019 and have enjoyed spending time in each role on my journey to becoming a Financial Adviser.

Early on, I personally experienced the life changing impact of financial advice and now on a daily basis I see our clients’ lives transform.

I am passionate about helping clients “dream big” then putting an action plan in place to achieve those goals. I believe financial advice gives the power and freedom to make lifestyle decisions with confidence and peace of mind.

My favourite part about working at Wealth Financial is building relationships, and I am proud to live in such a wonderful community here in Smithton.

I have built great relationships with clients, but also with the wonderful team. These are the reasons I look forward to coming to work every day.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Budgeting

5.00 October 2024

Jasmine is always so personable and thorough. I feel that this good client relationship has grown because of Jasmine's good listening skills and her genuine approach to helping us.

5.00 October 2024

Jasmine is a nice young lady who seems very competent in her work. She has taken over from my previous adviser and I think she has filled his shoes nicely in knowing my accounts and what I want to achieve with my investments.

5.00 October 2024

Very polite lady with a lot of knowledge that surpasses her age and life experience. Outstanding customer service skills and presented a very comprehensive financial plan working towards retirement and investment opportunities. Highly recommended financial planner.

5.00 October 2024

I found Jasmine to be very knowledgeable and was able to answer any questions I had. She also explained very clearly in terms I understood exactly where my finances were sitting at after the last financial year and also suggested recommendations for the coming financial year.

5.00 October 2024