After many years working in the finance sector in London, Jo returned home and joined IAS in 2008. Since then, she has studied all facets of Financial Planning and Self-Managed Superannuation Funds. Her knowledge also extends to Mortgage Broking and General Insurance. She is now a qualifed Senior Financial Advisor.
“I get great pleasure in helping businesses and families build and protect their fnancial wellbeing by matching clients with the right solutions. I am dedicated to understanding their aims and working with them to achieve short and long term goals.
One of the most important lessons I’ve learned from working alongside my father is that being a
Not institutionally aligned
FChFP Grad March 2018