Jess Clifford - Halcyon Private Wealth

Jess Clifford - Analyst

Jess has over 8 years investment and financial services experience. Jess previously spent 4 years at a leading private wealth firm where she was both Compliance Manager and Private Wealth Advisor responsible for all aspects of technical advice for the firm’s largest and most complex client base. Prior to this, Jess worked at AMP as an investment platform specialist. ​

Jess has a Bachelor of Mathematics and Finance from University of Technology Sydney, Diploma of Financial Planning and is CFA Level 3.