Jessica Orrico

Jessica Orrico

  • Financial Advisor | Financial Planning
  • Melbourne
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A Financial Advisor with almost 10 years of experience, Jessica joined BG Private in 2021.

Jessica is an expert at teasing out each client’s life goals to ensure their financial plan is targeted at bringing that vision to life. Naturally, people need different things at different life stages, so she considers how both short- and long-term priorities can be accommodated. She is an available and responsive advisor who is there for clients in all their big financial moments.

She has a knack for helping clients think about why a specific money goal is important to them, ensuring the right goals are achieved. As a result, clients enjoy a sense of financial wellbeing knowing that they are on the right path to living life on their terms and leaving a legacy for loved ones.

As finances can be a confronting and sensitive topic for many, Jessica offers a safe space for clients to speak honestly about their hopes and fears. And because each person’s level of understanding is different, she goes the extra mile to explain investment strategies, essential terms and broader economic trends.

In her spare time, Jessica organises mindset workshops to help people improve their perceptions and thoughts around money. Jessica has an Argentinian background and loves Latin dancing and cooking Latin American food.

Financial Services Guide and Advisor Profile.

Qualifications

  • Bachelor of Business (Accounting)
  • Master of Financial Planning

Memberships

  • Member of Financial Advice Association Australia (FAAA)

Highly regarded in

  • Direct shares
  • Gearing strategies
  • Aged care funding strategies
  • SMSF investment strategies

Specialisations

  • People in their 30s and 40s
  • Pre-retirees
  • Retirees