Joanne Bekiaris

Head of Financial Planning (FP) Operations

03 8631 0455

Joined in 2022, Joanne brought with her extensive paraplanning and leadership experience in the banking and financial sector as the Advice Service Delivery (ASD) Manager for Westpac.

A seasoned operational leader in financial planning with over 14 years of experience, Joanne is pragmatic, solution-centred and outcome-driven. As a leader, she is focused on developing her team through clarity – setting and agreeing on clear and measurable goals with defined, achievable, and client-centric outcomes.

Joanne is also a passionate advocate for women’s equality and workplace representation, and in 2016, she was nominated ‘Woman of Influence – Westpac’.

Joanne completed her Bachelor of Business (Economics & Finance) at RMIT University in 2008, and her Master of Business Administration (MBA) – Human Resources & Employee Relations at Victoria University in 2013. She has also achieved her Advanced Diploma of Financial Planning (ADFP) – Taxation in 2010.