After graduating university with a First-Class Master of Chemistry, Jacqui began her career in financial services in London, then taking up a position in Australia, before relocating to Singapore at the end of 2008, where she obtained her financial advisory qualifications.
Jacqui has been part of the AAM Advisory team since 2009 making her one of the longest standing wealth managers in the company. Since taking on her role she has successfully built up a large client base in Singapore. She has also successfully managed clients’ wealth following their relocation from Singapore and their desire to have her continue to act as their trusted wealth manager.
Jacqui’s core business is to offer goal-based lifestyle financial planning which is tailored to the specific needs and aspirations of each individual client. Her strength is building relationships of trust with clients over the long term, in order to help them plan financially to achieve what’s most important to them in life.
Jacqui lives in Singapore with her husband Ross and daughters Molly and Fiona. In their spare time, Jacqui and her husband both compete at an elite international level in sporting target rifle shooting, including participation in World Championships and Commonwealth Games. Her other, more conventional hobbies, include skiing and travelling with her family.
“Trust is a critical when you take on the services of a financial advisor. Jacqui has been a massive contributor to how my family plans our financial future. Always ahead of the game, keeping us informed and on track to meet our financial objectives. We are so grateful for her skills, know-how and customer service.”
Joanne Fairhead, Executive Director at The Walt Disney Company
“I do not hesitate to recommend Jacqui as an outstanding, thorough, understanding and all round generally brilliant advisor. I have been her client for many years and have been delighted with her service having been previously very cautious of the advisory industry after some bad experiences.
Jacqui provides a very personal and tailored service, takes the time to get to know her clients thoroughly before providing frank, reliable and independent advice. She is friendly, professional and caring and will go above and beyond to ensure her clients are delighted.”
Vicky Smith, Business Development Director, Gartner