Joanne Douglas

Joanne Douglas

Certified Financial Planner and Representative

CFP SSA Dip FP

Qualifications

  • Certified Financial Planner
  • Self-Managed Superannuation Fund Specialist Adviser
  • Diploma of Financial Planning

Joanne commenced with Level one in 2004 and is one of our Senior Financial Advisers.

With over 18 years of experience, Joanne can assist you across superannuation, retirement planning, portfolio management, Centrelink estate planning and self-managed superannuation funds.

Joanne is a people person and enjoys helping clients by providing the best possible financial solutions.

Doug Tarrant

Doug Tarrant

Principal

Christine Lapkiw

Christine Lapkiw

Senior Associate

Michelle Jolliffe

Michelle Jolliffe

Associate - Business Services

Sue Taylor

Sue Taylor

Associate - Business Services

Danae Lacey

Danae Lacey

CFP and Representative

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