Jo Potts

Senior Partner

Biography

Jo specialises in formulating and reviewing financial strategies with a diverse range of clients. Jo prides herself on her ability to provider her clients with peace of mind, whilst ensuring all strategies for wealth management and financial planning are being explored.

My speciality

Wealth Management
Office Location
Findex Sydney
Level 15, 1 O'Connell Street
Sydney, NSW 2000
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Phone: (02) 9262 2155

Articles by me

By Jo Potts
5 min read
Wealth ManagementRetirement
By Jo Potts
1 min read
BudgetWealth Management
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