Jessica SchurmannClient Administration

    Jessica joined the JSA team in July 2017 and is a member of the Client Administration Team.

    Jessica’s role at JSA is to assist Advisers with the processing and maintenance of client files, setting client appointments, preparing for client reviews, updating investment portfolio valuations, updating the client database, lodging new investment/ insurance applications and ensuring that clients receive the best possible service from JSA.

    Jessica has her Certificate IV in Business Administration and is currently undertaking her Bachelor of Business specialising in Financial Planning.

    Originally from Western Australia, Jessica is part of the NSW minority who follow AFL and is an avid West Coast Eagles supporter. Outside of work, Jessica enjoys spending time with her husband and three young children and has made it a family goal to travel overseas once a year to experience different cultures.