Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
Jesse McPherson transitioned from a long-term banker to broker in 2019 and hasn’t looked back.
He has developed, over many decades, a deep knowledge of lending and credit, which has served him well as a broker in communicating strategies to both his valued clients and the various lenders. The concept of making the complex simple is front of mind.
McPherson leads the Kingsbridge Private team of six, a boutique CBD-based broking firm. His specialty is dealing with high-net-worth and ultra-high-net-worth clients with complex structures and lending needs. However, he is equally happy talking with and helping first home buyers and everyone in between.
He relies on complete honesty and forthright communication with clients, referral partners and lenders. He has a passion for educating clients, and his team has built many in-house tools to assist with discussions and provide visual representations to further educate clients.
McPherson credits his success first and foremost to his amazing team at Kingsbridge Private. In addition, he believes that an honest and open approach, backed by deep knowledge, gains the trust of clients, referral partners and lenders.
10/88 Phillip St., Sydney, NSW 2000
0402 199 919
jesse@kingsbridgeprivate.com
linkedin.com/in/jesse-mcpherson-4300343a
kingsbridgeprivate.com
Jesse McPherson
Head of Lending and Finance Kingsbridge Private
Read on
Special Report
Home
Bio
Milestones
“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
1993–2010
2010–2012
2012–2019
2019–Present
2024
Various banking roles across retail, commercial banking, project management and credit
1993–2010
Private Banker at NAB Private Bank
2010–2012
Senior Private Banker at Westpac Private Bank
2012–2019
Owner and director of Kingsbridge Private
MPA Top 100 Broker 2025
2019–Present
Best Residential Broker – Individual, Better Business Awards Finalist
2024
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
