Financial Adviser
· SYDNEY, NSW
Joanna Potts
No disciplinary history on record with ASIC
SYDNEY,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000787
About Joanna Potts
Joanna Potts is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry since 2011. Joanna is currently authorised under Findex Advice Services. Joanna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joanna's qualifications include a Certified Financial Planner (CFP®) from Financial Planning Association of Australia (FPA). Joanna is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Accounting and Finance)
University of Wollongong
2009
Graduate Diploma of Applied Finance (Financial Planning)
Kaplan Professional
2011
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2012
SMSF Specialist Advisor
SMSF Association
2022
Margin Lending Specialist
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register