Jessie — Culgan Wealth Financial Planner
CFTE · MFP
Certified Financial Planner
Culgan Wealth
ABOUT JESSIE

Hi, I'm Jessie.

I'm a financial planner, certified technical analyst, and trader with over eight years of experience across ASX equities, cryptocurrency, US markets, and forex.

My journey started when I came into a significant amount of money and realised — honestly, it was a little scary. As a mum of three, I knew I couldn't afford to get it wrong. That moment pushed me to properly educate myself about money, investing, and financial planning. What I discovered changed everything for me.

That experience lit a fire in me. I became deeply passionate about financial education — because the truth is, quality financial planning advice is incredibly hard for most people to access. It shouldn't be a privilege reserved for the wealthy. Everyone deserves the information and tools to achieve their best financial outcome.

The Wealth Blueprint is the course I wish had existed when I started — a practical, no-jargon roadmap built for real Australians with real lives. If I can help even one person feel less scared and more in control of their money, that's everything.

SMALL STEPS, BIG RESULTS.

8+
Years Experience
MFP
Master of Financial Planning
CFTE
Certified Technical Analyst
21
Business Owner Since Age
MY STORY

From instinct to system —
the long way around.

I bought my first Bitcoin in 2017 and quickly found myself drawn into the world of markets — ASX stocks, US equities, crypto, and eventually forex. For the first few years, like most people, I was investing on instinct and following tips. It felt exciting, but it wasn't a system.

Then 2020 arrived. COVID shut down the world, and I run my own business. The uncertainty was confronting. I realised that relying on hope as a strategy wasn't good enough. I committed to genuinely educating myself — completing my Bachelor of Business and Finance, then my Master of Financial Planning, and immersing myself in technical analysis. In 2025, I completed my CFTE (Certified Financial Technical Analyst) designation.

What I found through that process was that most people fail financially not because they lack intelligence — they fail because they lack a system. There's so much noise out there. Influencers pumping products. Services where you're completely dependent on someone else. None of that builds real skill or real confidence.

The Wealth Blueprint is the course I wish had existed when I started. It gives you a framework — a clear, step-by-step process to understand your money, build a budget that works, pay off debt strategically, and start investing with confidence. You're not relying on anyone. You're building your own financial future.

TIMELINE

The Journey

2017
The Spark
Bought her first Bitcoin and began investing across ASX and US markets. Quickly realised instinct wasn't a strategy.
2020
The Wake-Up Call
COVID hit. Business impacted. Committed to deep financial education — began the Bachelor of Business and Finance.
2021
Building the Foundation
Completed the Bachelor of Business and Finance. Deep into the Master of Financial Planning, building a systematic approach to money.
2023
Culgan Wealth Launches
Launched Culgan Wealth to share a clear, repeatable financial framework — cutting through the noise for everyday Australians.
2025
CFTE Designation
Completed the CFTE — Certified Financial Technical Analyst designation, combining financial planning with deep market analysis.
QUALIFICATIONS

Credentials & Experience

Master of Financial Planning (MFP)
Postgraduate qualification in financial planning, covering investment strategy, superannuation, tax, and estate planning.
CFTE — Certified Financial Technical Analyst
Completed 2025. Covers technical analysis, charting, risk management, and systematic trading frameworks.
Bachelor of Business and Finance
Undergraduate foundation in business, economics, and financial markets.
Business Owner Since Age 21
Understands the financial reality of running a business — cash flow, tax, and building wealth while self-employed.

Disclaimer: The content on this platform is for educational purposes only and does not constitute financial advice. Jessie holds a Master of Financial Planning and a CFTE designation (2025). All investing involves risk. Past performance is not indicative of future results. Always consider seeking independent financial advice before making investment decisions.

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