Jo has worked in the financial planning and banking sector since 1999, starting in administration before progressing through banking, lending, and financial planning. She has worked her way up the ranks so is well versed in all areas of financial planning and banking including administration, home loan and commercial lending, strategy development, paraplanning, and of course, advising.
Passionate about helping her clients achieve their financial goals and lifestyle objectives, Jo is a hands-on adviser known for going above and beyond. She genuinely cares about all her clients and is dedicated to delivering the best possible outcomes.
Outside of work, Jo enjoys attending the gym, walking her dogs, Pilates, and spending time with her family and friends.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Wollongong office
