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.