Jo has been working in the financial planning and banking sector since 1999. Jo’s qualifications include Certificate IV in Financial Services, the Advanced Diploma of Financial Planning and a Bachelor of Business degree, majoring in Business Management & Human Resource Management. In 2014 Jo also became a Certified Financial Planner (CFP)®. Jo enjoys bringing value to her clients so they can achieve their financial goals and lifestyle objectives. Outside of work Jo enjoys attending the gym, walking her dog, yoga, pilates and spending time with her family and friends.
Testimonials
I have been a client of Joanne's for many years and not only does she advise for myself but other family members. Her professional approach and knowledge in all matters has proved invaluable to me. I highly recommend Joanne and will continue seeking her expertise for many years to come. - Anne Gregory
We had the pleasure of working with Joanne Spiteri and we couldn't be happier with the experience. From the start, she demonstrated a deep understanding of our financial goals and tailored a comprehensive plan to help us achieve them. Her knowledge and expertise were evident throughout our interactions, and Joanne always took the time to explain complex financial concepts in a way that was easy to understand. We highly recommend Joanne to anyone seeking expert advice and a dedicated partner in their financial journey. - Wayne
I could not recommend Joanne more highly, she has been my financial planner for the past 15 plus years. She is always available to answer any question, no matter how big or small. I have complete faith in her ability, recommendations and trust her without question. I feel secure in the knowledge that my financial future is safe in her hands. - Joan
Joanne has been my financial planner for several years now as well as managing my late parents’ financial affairs before that. She is always available to discuss financial matters, acts promptly and efficiently on any requests, gives sound and balanced advice, and returns calls without delay. Her assistance during the administering of my parent’s estate was above and beyond what I expected from a financial planner following issues that arose with one of the Wills. Her knowledge and advice assisted us through a difficult process. Joanne is very approachable and a pleasure to deal with and no enquiry is either too small or not worth her time. I highly recommend Joanne. - Joel
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