Financial Adviser · NORTH SYDNEY, NSW

Joanne Brassett

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001365

Joanne Brassett is a financial adviser based in North Sydney, New South Wales, with 17 years of experience in the financial services industry. Joanne is currently authorised under Insurance Advisory Service (NSW) Pty Ltd. Joanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Joanne is a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and Million Dollar Round Table (MDRT).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2018
Fellow Chartered Financial Practitioner (FChFP)
Kaplan Association of Financial Adviseres
2018
Tier 1 Insurance Broking: Personal Advice
Kaplan Professional

Registration History

Jun 2009 - Present Current
Feb 2009 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register