Jessica Agius

Executive summary 

Jessica is a Wealth Adviser with BDO’s Private Wealth team in Brisbane. She understands the importance of holistic financial planning, and takes the time to get to know her clients so that outcomes align with their needs and objectives. 

Jessica supports clients in all stages of life, providing strategic financial planning advice to help them meet their goals. 

She has worked in the financial services industry since 2014, and joined BDO in 2016. 

Expertise 

• Holistic financial planning 

• Strategic investment and wealth creation strategies 

• Superannuation and retirement planning 

• Investment portfolio management services 

• Wealth protection and risk insurance 

• Budgeting, cash flow management, and debt reduction 

• Estate planning 

Qualifications and affiliations 

• Bachelor of Business (Finance)  

• Diploma of Financial Planning  

• Certified Financial Planner  

• Member, Financial Advice Association Australia (FAAA)