Certified Financial Planner and Representative
CFP SSA Dip FP
- 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.