Jessie McCormack

Financial Adviser
Jessie has been a valuable member of the Evergreen team since 2020 and a financial adviser since September 2023. She holds a degree in Mechanical Engineering and a Graduate Diploma in Financial Planning.

Jessie is dedicated to guiding clients toward their financial goals, with a strong focus on building practical strategies and real outcomes. She is particularly passionate about creating clear, achievable plans and helping clients feel confident in their financial decisions.

She has built a detailed understanding of the business through hands-on experience across multiple roles, giving her a unique ability to support clients at every stage of their journey.
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Outside of the office, she enjoys travelling, tackling DIY projects, going on adventures with her dogs, and spending quality time with family and friends.
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Lucy Dudfield

Administration Officer
Lucy has been a valued member of Evergreen since November 2024.

She is the primary point of contact for Jessie’s clients and ensures that everything runs smoothly from the first appointment onwards. Her care and professionalism is greatly appreciated by our clients. 

Lucy is passionate about helping our clients achieve their financial goals and aims to continue to provide excellent assistance into the future. 
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Outside of work, Lucy enjoys spending time with her 4-year-old dog (still a puppy in her eyes), Bailey, and exploring new breakfast and brunch cafes on the weekends.
​"I began using Evergreen Financial in 2017 to consolidate my super and update my income protection as a small business owner. Roshan ensured I moved into the best Super group with low fees and good returns, but more importantly the changes he made to my income protection have literally been a lifesaver, as the thing people don’t think will ever happen, did happen to me.

Jessie was just brilliant as a go-between for myself and the insurance group. I cannot stress enough how vital and reassuring it was to have her taking care of things while I underwent surgeries and dealt with chronic pain. She was ever so patient and helpful at all times, even when I was frustrated by the entire process. 

100% a business that cares about their clients. Cannot recommend them highly enough."
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NICOLE
Evergreen Financial Advisers
50 Charters Towers Road Hermit Park Qld 4812
Tel 07 4766 9688
Email [email protected]
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Information provided on this website is general in nature and does not constitute financial advice. Evergreen Financial Advisers Townsville will endeavour to update the website as needed. However, information can change without notice and Evergreen Financial Advisers Townsville does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Evergreen Financial Advisers Townsville does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Evergreen Financial Advisers, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Evergreen Financial Advisers. You may not alter or modify this information in any way, including the removal of this copyright notice. We will need to find out your individual objectives, financial situation and needs before we recommend any financial product to you.  You have the right not to divulge this information to us, if you do not wish to do so. In that case, we are required to warn you about the possible consequences of us not having your full personal information. You should read the warnings carefully.  We keep a record of the personal information, which may include details of your investment objectives, financial situation and particular needs, you provide to us. On your request, we can provide you with a copy of your personal information and advice documents, which we keep on record for no less than 7 years. Please note that a fee for this service may apply.
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