Joanne has been working in financial services for more than 13 years, building her expertise across some of Australia's most prominent institutions. Her career spans a broad advisory role at one of AMP's largest practices, followed by time at a global investment firm, where she worked with wholesale clients and presented at client events. That range of experience across advice, portfolio management and investor education gives her a well-rounded perspective on what good financial planning looks like in practice.
As an Associate Partner at Findex, Joanne provides financial advice across superannuation, retirement planning, investment strategy, SMSFs, insurance and estate planning. Her scope is deliberately broad, because she knows that financial decisions rarely exist in isolation.
Joanne's approach is grounded in education — she believes clients make better decisions when they genuinely understand their financial position, so she focuses on breaking down complexity into clear, practical terms. She takes a long-term view of every client relationship, working alongside people as a trusted, objective guide.
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