Joanne Douglas

Joanne Douglas

Certified Financial Planner and Representative

CFP SSA Dip FP

About Joanne

Joanne commenced with Level One in 2004 and has developed into one of our Senior Financial Advisers.

With over 20 years of experience, Joanne and her team provide advice across a wide variety of areas including: Superannuation; Retirement Planning; Centrelink; Aged Care; Portfolio Management and Estate Planning.

A real people person Joanne builds strong long term relationships with her clients by gaining an in-depth knowledge of their personal goals and aspirations while providing tailored financial solutions to meet those needs.

Joanne’s qualifications include:

  • Certified Financial Planner (CFP)
  • Self Managed Superannuation Firm Specialist Adviser
  • Diploma of Financial Planning
Doug Tarrant

Doug Tarrant

Principal

Christine Lapkiw

Christine Lapkiw

Senior Associate

Michelle Jolliffe

Michelle Jolliffe

Associate - Business Services

Joanne Douglas

Jacqueline Carnevale

Senior Business Services Manager

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