Jacqueline Moelzer
Senior Financial Adviser
AdvDipFP, DipFS(FP), Accredited Aged Care Specialist
My passion for financial advice stems from seeing how strategic planning can transform clients’ lives—helping them achieve goals and navigate complex decisions with confidence. I take a clear and methodical approach to advice, ensuring clients understand their options and how each strategy aligns with their circumstances and goals.
I have worked in the financial services industry for over 15 years and as a financial planner since 2012.
I specialise in Retirement Planning, Aged Care, Investments, and Centrelink strategies. Aged Care is a particular area of focus for me, as I understand how complex, emotional and overwhelming this process can be for families and their loved ones. I take pride in simplifying this journey by providing clear, tailored options that align with clients’ needs and reflect current legislation. My approach ensures clients feel informed and empowered to make decisions that suit their circumstances.
Outside of work, I enjoy connecting with my community, staying active and spending time with my family. My focus is always on delivering advice that provides peace of mind and long-term security for clients and their loved ones.
Qualifications
Diploma of Financial Services (Kaplan Professional)
Advanced Diploma of Financial Planning (Kaplan Professional)
Graduate Diploma of Financial Services (Kaplan Professional)
Aged Care Advice Accreditation (Aged Care Steps)
In the hot seat with Jacqueline
What does ‘financial freedom’ mean to you?
Having the choice and flexibility to do what I want, when I want and without worrying about affordability.
If you could have dinner with anyone dead or alive who would it be?
My grandparents - I never had the opportunity to meet.
What is your favourite quote?
“You only live once, but if you do it right, once is enough”
If you could live in any city in the world for a year, where would it be and why?
Vienna, Austria – to experience all four seasons while exploring my family history and culture.
What's your go-to karaoke song?
I’ve never done karaoke - and I’m not sure I ever would.