Meet The Team - Jem Wealth

BEN MCHUGH

FINANCIAL PLANNER

Ben is the Financial Planner who is dedicated to looking after his clients. His role in the business is to understand his clients and provide them with the strategies and advice that they need to reach their financial and retirement goals.

Ben and his wife, Joy, have 7 daughters that take up most of their spare time. Ben and his family are also actively involved in the girls school (Fairholme College), their local church (Outlook Christian Church) as well as in the Toowoomba Mountaineers Basketball Association.

Ben absolutely loves his sports, being an ex PE teacher he likes nothing more than attempting to swing at the little white round ball and also shoot hoops with his old Mountaineer basketball buddies.

Financial Services Guide

Ben McHugh Adviser Profile

ANNA DAVIDSON

PARA-PLANNER

Email: anna@jemwealth.com.au

Anna is the Paraplanner and Compliance Officer. Her roles are to prepare all the paperwork and to make sure everything is completed compliantly.

Anna has a background in education and admin but has always had a passion for finance. Anna loves that her role at JEM Wealth allows her to work with 2 of her main passions, people and finance.

She has 3 children and a husband which means that when she’s not working at JEM Wealth, she’s busy working as a mum at home.

CAYLEA BRISCOE

CLIENT SERVICES MANAGER

Email: caylea@jemwealth.com.au

Caylea is the Client Services Manager. Her primary role is to ensure all clients are looked after and that everything in the office runs smoothly and properly.

Caylea has a background in retail and administration and has a passion for customer service.

Outside of work Caylea is mum to two young girls and enjoys spending her time with them doing arts and crafts as well as spending time in the garden.

MARISA BARTON

CLIENT SERVICES OFFICER

Email: Marisa@jemwealth.com.au

Marisa is the Client Services Officer. She works very closely with Caylea in making sure that every one of our client’s needs are recognised and met.

Marisa comes to us from a Client Services Officer role, and also has experience in Retail and Administration.

Outside of work, Marisa enjoys competing in Bodybuilding competitions and walking her dog, Ghost.

JOY MCHUGH

ACCOUNTS MANAGER

Email: admin@jemwealth.com.au

Joy is the Accounts Manager. She is responsible for business accounts, invoicing and all things payroll.

Joy has previously worked as an Accounts Manager for a catholic high school.

She has also studied at the Conservatorium of Music majoring in performance (Piano) and enjoys playing background music and accompanying.

Joy is a keen gardener and if she ever has any spare time you will find her amongst the weeds.