With over 25 years of experience in the financial services industry, Jo specialises in helping employers navigate the complexities of superannuation and group insurance. She works closely with Human Resource teams to develop tailored financial education and general advice programs, ensuring employees have the tools to build financial resilience and wellbeing.
Jo manages a portfolio of national corporate partnerships, many of which she has supported for years. She finds the most rewarding part of the position is to be motivating employees of all ages to engage with their superannuation and take simple, practical steps to maximise their benefits for the future.
Beyond work, Jo is an active volunteer, from assisting with primary school reading programs to organising weekend cricket and rugby barbecues. A passionate sports fan, she enjoys supporting her sons in their endeavors and most of all, cherishes the strong family connection across three generations as fans of their beloved NRL team.
Your adviser is based at our Sydney office
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