Joanne plays a vital role in ensuring the smooth day‑to‑day operation of the business. She provides essential administrative support, managing key operational tasks with efficiency and care, and oversees the client review process to ensure consistency and quality.
Working closely with the Review Client Manager, Joanne helps coordinate a seamless and well‑structured review experience for clients. Since commencing her career in financial services in 2007, she has developed broad experience supporting both clients and teams across financial planning practices in Australia and New Zealand.
Joanne’s depth of industry knowledge, attention to detail and commitment to high standards make her a valued and trusted member of the team.
Outside of work, Joanne enjoys spending time in nature, particularly by the water with family and friends.