Jessica joined Milford in 2014 as a Financial Adviser. Jessica’s role is to provide quality advice to clients on their investment portfolios and manage client relationships. Prior to joining Milford, Jessica spent nine years with JBWere (NZ) Ltd in Private Wealth Management assisting individuals, Trusts and charities with their investment needs. She also spent seven years with BT Funds Management. Jessica holds a Graduate Diploma in Applied Finance, an NZX Diploma and was previously a member of the New Zealand Stock Exchange (NZX).
Financial Adviser Jess Travers from Milford joins Toni, Jase and Sam on The Coast to explain the concept of diversification in investment.
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Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This blog is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.